Prosper Sales Module

The front of the pipeline on the Prosper mobile app. You work the leads list, add a lead against an existing contact or a new one, and read the sales forecast by stage. Leads and deals entered on the phone are the same records the web module works from.

In this part

• Open the module (0:00). The Sales and Inventory dashboard carries leads, deals, quotes, invoices, purchase orders, receipts, packing slips, stock transfers, stock-take reports and warehouses, and the leads list shows each contact and company.
• Add a lead (0:34). A new lead is matched to an existing contact or entered as a new contact with name, company, email, phone, mobile, street and city, so the same company is not created twice.
• Read the forecast (0:46). The forecast total sits above the stage counts, from overdue and open through to closure and ready for project manager, and the donut splits the pipeline by stage.

The PDF guide below has the screens for each step.