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Microsoft Outlook Calendar Integration

Web Connect provides a way to view Opportunities, Tasks and Sales Calls in a convenient calendar view. You can filter the view and even drag and drop events to other dates on the calendar making it simple to manage business-related events as schedules change.  You can also view that same […]

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Web Connect Release

Features and Enhancements for the latest release of Web Connect Sales Process: Leads Tracking and Management The new Leads Tracking and Management feature provides a way for sales staff to create a “potential” Prospect without possibly prematurely creating a P21 Prospect. Users can quickly add a Lead with attributes including Sales […]

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Sales Leads Tracking and Management

Prospects and Customers in P21 Prophet 21 includes two main categories of customer accounts – “Customers” and “Prospects”. For the most part P21 Customers and Prospects are really the same thing with a different status flag in the database. Prospects do have some limitations in P21 – for instance a […]

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P21 Shines in the Sunset State during Connect 2016

We had a great time in Phoenix this week and quickly understood why one of Arizona’s nicknames is, “The Sunset State”. We witnessed several beautiful sunsets while we attended the P21 Worldwide User Group conference at the Arizona Grand Resort. The folks that run the user group did a great […]

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Opportunity Forecast

In Web Connect, you can now see your opportunities (created in either Web Connect or P21–both stored in P21) in a Forecast view. A Sales Forecast is the estimation of the value of the Sales Pipeline: the expected revenue from all the deals (Opportunities) in the pipeline over a period of […]

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