1. Identify your Sales Model
Understanding how Prospect CRM can help support your sales model to grow your Wholesale, Distributor Manufacturing business.
Must Do's
2. Set up your Opportunity Pipelines
Opportunity Pipelines are essentially funnels or journeys which should depict your sales opportunity process.
Watch it3. Set up your Opportunity Types
Opportunity Types help categorise your Opportunities by what type of sale it is.
Watch it4. Quote to Order Workflow
Make it smooth & effortless for customers to easily accept email quotations online and let customers place their orders while you sleep!
5. Set up your Quote Pipelines
Quote Pipelines should depict your typical quoting process, and the Statuses in the Pipeline should represent the different stages involved in this process.
6. Configuring Tax Rates for Cin7
For Cin7 customers you will need to setup Tax Rates to ensure correct Tax is applied to your customer's orders.
Recommended
Enable Internal Order Notification Emails
Learn how to enable internal order notification emails, so your team get notified about new orders instantly!
Set Default Cin7 Core Sales Status and Sales Type for Orders
Learn how to set your default Cin7 Core (DEAR Inventory) Sales Status & Sales Type.
Enable Posting of Cin7 Core Salesperson
Learn how to enable the posting of Cin7 Core (DEAR Inventory) Sales Rep when confirming an order from Prospect CRM to DEAR Inventory.
Set up Manual or Automatic Delivery Charges
How to configure manual or automatic delivery charges within the CRM.
Add Upsell Options
Increase average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items!
Watch itConfigure Opportunity Size & Margin
The Size & Margin features on an Opportunity, helping you record how big this potential sale is.
Watch itConfigure your Opportunity Sources
The Source features on all Opportunities in the CRM, helping you record where the sales Opportunity came from.
Watch itConfigure Opportunity Analysis
The purpose of the Analysis drop-down is to help categorise your Opportunities, in addition to the Opportunity Type drop-down, and improve reporting.
Watch it