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Prophet 21

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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Web Connect P21 Data Explorer

The Data Explorer in Web Connect allows you the ultimate in flexibility and complete control over creating custom views of your P21 data or any other data source you may have. For each data connector you create, you can immediately visualize the results in data grids (that behave much like […]

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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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Opportunity Pipeline

A sales pipeline describes an approach to selling, typically based on an underlying sales process. It describes the individual steps salespeople take from initial contact with a potential customer, or prospect, to qualifying that prospect into a lead, and further validating that lead into a sales opportunity followed through the […]

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