Understanding how Prospect CRM can help support your sales model to grow your Wholesale, Distributor Manufacturing business.
Opportunity Pipelines are essentially funnels or journeys which should depict your sales opportunity process.Watch it
Opportunity Types help categorise your Opportunities by what type of sale it is.Watch it
Make it smooth & effortless for customers to easily accept email quotations online and let customers place their orders while you sleep!
Quote Pipelines should depict your typical quoting process, and the Statuses in the Pipeline should represent the different stages involved in this process.
Learn how to enable internal order notification emails, so your team get notified about new orders instantly!
Learn how to set your default Cin7 Core (DEAR Inventory) Sales Status & Sales Type.
Learn how to enable the posting of Cin7 Core (DEAR Inventory) Sales Rep when confirming an order from Prospect CRM to DEAR Inventory.
How to configure manual or automatic delivery charges within the CRM.
Increase average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items!Watch it
The Size & Margin features on an Opportunity, helping you record how big this potential sale is.Watch it
The Source features on all Opportunities in the CRM, helping you record where the sales Opportunity came from.Watch it