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. Problems enable you to record and manage customer issues that occur after a sale has taken place.

2. Set up your Problem Pipelines & Statuses

Problem Pipelines & Statuses are funnels or journeys which should depict your typical process for dealing with customer queries/issues.

3. Configure your Problem Types

Problem Types help you categorise customer issues, for example 'Delivery', 'Technical' or 'Invoice Query'.


Configure Advanced Problem Analysis Matrix

Problem Types and Analysis provide a way for you to categorise your customer service tickets and improve your reporting.

Configure your Problem Sources

The Problem Source features on all Problems, helping you record where the customer's query derived from.

Creating Equipment Items

Understand how Equipment Items could benefit your business when selling pieces of equipment covered by service contracts, or on lease.
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Configuring Equipment Types

Categorise your equipment items using equipment types. 

Configuring your Equipment Statuses

Configure the statuses of an equipment item such as whether an equipment item is active, written off or returned.


Configuring your Equipment Manufacturers

List your manufactures for the different equipment items that need to be logged in the CRM. 

Automatic Equipment Creation for Unleashed Sales Orders

Choose which products have equipment items automatically created when sold via the CRM (only available for Unleashed customers).

Creating Contracts

To help you record contractual relationships with your customers, you can set Contracts on Companies to record information such as the contract renewal date.

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Configuring your Contract Statuses

Configure the statuses of a contract such as whether the contract is active, in draft or on hold.