Prosper Sales Module

The module overview for Prosper on the mobile app. It runs the whole sales pipeline from a phone: capturing leads, reading the deals forecast, building and confirming a quote, tracking invoices through to paid, and raising purchase orders and receipts from site. Quotes built on the phone follow the same structure and approval route as those built at a desk.

In this part

• Leads and the dashboard (0:10). Open the sales and inventory tiles, read the leads list, and add a lead as an existing contact or a new one.
• Read the deals forecast (0:44). The forecast total sits above the stage counts, charted by date and split by stage and staff member.
• Build a quote (1:21). Read the quotes dashboard by status, start a draft, add sections and lines, and pick items from the catalogue by category.
• Confirm and export (2:26). The quote moves to confirmed once approved and exports as a PDF on the client’s letterhead.
• Track invoices (2:56). Invoices are counted as not sent, partially paid, paid and rejected, with each one listed by number, date and value.
• Purchase orders and receipts (3:20). Read the orders dashboard, raise an order and submit it for approval, then record receipts as goods arrive.

The PDF guide below has the screens for each step.