ProsperWorks Onboarding for Admins is live! Sign up here.
Choose your pace! You have two options for completing this course:
- Single-Day: Take all four sessions in a row on Monday (9 a.m. - 1:30 p.m. PT)
- Four-Day: Take the sessions over four mornings (9 a.m. - 10 a.m. PT, Monday-Thursday)
Each session combines product training with strategy on how you’ll you use the product in your own workflow. We also offer a lot of hands-on opportunities for you to build and use the features. The session descriptions are below:
Define your Project - 1 hr
- Get the big picture
- Learn the Google Suite integrations
- Set your goals
- Add your team to ProsperWorks
Design your workflow - 1 hr
- Define your leads, people, companies, opportunities, pipeline, tasks and projects
- Set your email visibility strategy
- Set your records visibility strategy
- Set your reports visibility strategy
Measure your Success - 1 hr
- Customize your existing data fields
- Create custom data fields
- Get to know the in-app reports
Promote Adoption - 1 hr
- Plan your Documentation
- Install the Chrome Extension
- Review the mobile apps
- Onboard your team
- Set success metrics
We recommend this training to users with Admin access only. In order to ensure that the sessions are valuable, please make sure your ProsperWorks account has been set up prior to starting the session. You will want to have your account open so you can follow along!
Please sign up here!
We can wait to teach you all that ProsperWorks has to offer!