1. Segmenting your Customers & Prospects
Maximise your average order value by segmenting your customers to help improve your marketing data.
Must Do's
2. Configure your Company Types
Company Types are used to categorise your records, such as; Prospect, Customer, Competitor, Supplier, Partner etc.
Watch it3. Setting Account Managers
Learn how to set a CRM user as an Account Manager & then how to assign a Company to an Account Manager.
4. Configure your Industries
The Industry drop-down in Prospect helps classify businesses according to the type of industry/field they're in.
5. Configure your Contact Roles
Contact Roles allow you to categorise people based on how you'd reference them e.g. Main Decision Maker, Main Buyer, Junior Buyer etc.
Watch itRecommended
Unleashed Two-Way Sync of Basic Company Info
Learn more about our two way sync of basic company information with Unleashed.
Display Unleashed Customer Type within Prospect CRM
Displaying Unleashed's Customer Type to help segment customers within the CRM.
Bulk Converting B2C & B2B Contacts
Learn how to bulk convert B2C to B2B Contacts and vice versa!
Identify B2C Customers Based on Unleashed Customer Type
Unleashed customers can auto-detect customer accounts that are B2C using Unleashed's Customer Type field.
Identify B2C Customers Based on Cin7 Omni Customer Group
Cin7 Omni customers can auto-detect customer accounts that are B2C using Cin7's Customer Group field.
Flag Customers as B2C based on Price Tier
This article outlines how to flag customers as B2C based on price tier.
Bulk Update via Excel
Bulk update your Contacts & Companies using Excel.
How to Bulk Update Account Managers
The quickest way to update multiple Account Managers at once is by using our bulk update tool.
Customising your Prospect CRM Interface
Need to change the label of a CRM field to help with segmenting your customers? Check out our Customiser to edit your CRM record layouts.
Performing Bulk Updates
Save time by performing bulk updates from a CRM Report - useful when bulk-assigning Account Managers, Industries, Priorities etc.
Configure your Company Priorities
Configure you Company Priorities within the CRM to help identify your high, medium & low priority Customers or Prospects.
Creating Custom Fields
Want to add bespoke fields to your CRM to help better segment your customers? Use our Customiser to add custom fields.
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