Welcome to the Product Resources section of our knowledge base. We hope this content helps you find your solution and puts you on the right path for success!
Not sure where to click? Let this site map be your guide.
The 'Leads, People, Companies, Opportunities and your Pipeline' section is a great place to start. Sure the title is long, but it's intended to let you know exactly what you'll get from the content: Anything you need to know about your essential ProsperWorks records. Want to understand the difference between leads and people? Need help brainstorming your pipeline stages? Want to filter or search through records to extract meaningful data? This is the right place for you.
The 'Account Settings' section is a resource for Admins who need to make important decisions around visibility of account content and customization of the workflow. When you sign into ProsperWorks and click 'Settings' from the left-hand menu, you're presented with a long list of options for enhancing ProsperWorks. This section will enhance your knowledge of what's in that list.
Many of our customers come to ProsperWorks for the Google Suite integrations. We're committed to making CRM simple by cutting out the clunky data entry, and companies who use Google Apps to run their business reap the rewards. Check out the section called 'Our Google Suite Integrations' to learn how we integrate with Gmail, Google Drive, Google Hangouts, and more!
Interested in project management capabilities? Need to track ongoing efforts or single meetings to keep your team focused? Check out our section called 'Projects, Tasks and Automated Actions.'
You'll want to measure the success of everything you do, from building a workflow in ProsperWorks to closing deals with your clients. Our 'Reporting' section has you covered!
Want to use ProsperWorks on the go? Check out our 'Mobile Apps' section for details around our iOS and Android apps. Both apps are now optimized for smartphones (including iPhone X) and tablets.
You may have reached the bottom of this site map article and feel like you still don't know where to turn. We have answers to a ton of common customer questions in our 'Support Tips' section. Most of these are answered directly by our Support Team! More of a visual learner? Check out our 'Product Videos.' Or you can run a search for something you have in mind. The search bar is always in the upper right corner of the article you're viewing.