Prospect Manager

Prospect Manager allows you to track the progress of your sales activities.

Prospect Manager Overview
Prospect Manager  The simple way to manage your sales prospects Available in REC+ or standalone with non-REC websites Track and manage campaigns, pros...
Tue, 19 Sep, 2017 at 11:02 AM
Setting Up Prospect Manager For Internal Use Only (& not as a public website)
These instructions are for setting up Prospect Manager for an internal telesales team, with no external web pages required. Build the REC+ site The s...
Tue, 19 Sep, 2017 at 11:12 AM
Setting Up Prospect Manager
Terminology “User” is a person entered in the user database. “Prospect” is a record of the contact you made with a user, including sales information...
Tue, 19 Sep, 2017 at 11:10 AM
Using Prospect Tagging To Track Campaigns etc
Using Prospect Tagging To Track Campaigns etc Tagging can be used to track campaigns and other things that are important to you. Simply add your tag group ...
Tue, 19 Sep, 2017 at 11:16 AM
Adding & Changing Prospect Records
Adding & Changing Prospect Records Add Or Edit A Prospect  Use the Add Prospect program to add your prospect records and upload your sales proposals. ...
Tue, 19 Sep, 2017 at 11:20 AM
Prospect Manager Program - Managing Prospects, Search, Messaging & More
Prospect Manager Program To view and manage all prospects, go into Prospect Manager, click on Quick Search and search using the available fields to select ...
Tue, 19 Sep, 2017 at 11:30 AM
Seeing User Contacts On The Timeline - Check Before You Call
Seeing User Contacts On The Timeline   The user timeline displays activity on the user’s record and is accessed via User Manager. It includes comments post...
Tue, 19 Sep, 2017 at 11:34 AM
Performance Dashboards
Performance Dashboards When logging in to Admin Centre, performance dashboards are displayed for sales agents, sales team leaders or sales managers, which ...
Tue, 19 Sep, 2017 at 11:40 AM
Sales Funnel Reports
Sales Funnel Reports There are 4 sales funnel reports to help you monitor and manage your pipeline and cashflow: Sales Funnel By Age. Shows all quotes ...
Tue, 19 Sep, 2017 at 11:45 AM
Importing User Data
Importing User Data To save time keying in individual user data from lists, you can import it into the database in user groups. Understanding User Grou...
Tue, 19 Sep, 2017 at 11:47 AM