Setup

Within the Prospects module you can configure:

Types

If you provide a couple of unique products/service and the process of selling/promoting these is different then this is where additional prospect types are useful.

Statuses

You can define a broad set of statuses which any prospect type can exist at. That is, you don't need to create a status of "Proposal Sent" for every prospect type.

Progressions

This is where you define your sales process for each prospect type. A progression allow a prospect to go from status A to status B and trigger some special behaviours.

Probability

To customize the "gut feel" options that your sales users choose for each prospect.

An Administrator can configure the Prospects module via the Config link in the main navigation.

Use the sub-navigation on this page to learn about the different business process configurations you can make.