Must Do's

1. Don't Make After Sales an After Thought

Understanding how using Problems in Prospect CRM can ensure you don't make after sales an after thought.

2. Set Up your Problem Pipelines

Here's how to set up your Problem Pipelines so your customer-facing teams can quickly & efficiently record client issues.

3. Configure your Problem Types

Let us show you how to categorise your customer queries into Problem Types in Prospect CRM.


Configure Advanced Problem Analysis Matrix

This article outlines how to configure the Advanced Problem Analysis Matrix in Prospect CRM.

Configure your Problem Sources

This article outlines how to configure your Problem Sources within the CRM.