Prosper Sales Module

The front of the pipeline for Prosper on the web. You read the deals dashboard, raise a deal, build a quote from sections and line items, get it approved, and turn the confirmed quote into a live project. Approved is not the same as confirmed: only confirmation releases the project.

In this part

• Work the deals dashboard (0:00). Read total and weighted pipeline value with the top deals ranked and forecast donuts by staff and stage, then create a deal with its name, company, contact, expected value and owner.
• Start a quote (1:01). Quotes are grouped and valued by status, and a new quote takes its number, date, valid-until, GST percentage, type and owner, with client and project set at the bottom.
• Add sections and line items (1:39). Within a section add a product, non-stock, once-off item or note, or import sections and lines from an existing quote, then review the sub-type totals.
• Approve and create the project (2:49). Submit the quote to an approver, then create the project from the confirmed quote with its name, start and end dates and currency.

The PDF guide below has the screens for each step.