Prospect Management System (CRM)

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

Revision History
Revision History V1.1 Salutation Show the “Display Name” (set on a user record) on prospect and user manager screens so you can use it as the pre...
Tue, 19 Sep, 2017 at 11:50 AM
Setting Up Pushbullet For Real Time Alerts
Pushbullet is used as the delivery agent for sending you real time alerts when: A registered "Gold" user opens an email or visits any page on yo...
Mon, 8 Oct, 2018 at 5:33 PM
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