Step 5: Customizing ProsperWorks to Your Needs

Alright, we've now mapped out your business process in ProsperWorks.  Next, to get the most value out of ProsperWorks it’s important that you customize the system to adapt to your terminology and business information.  This will allow you to organize and segment your records in a useful way!

 

In this article we will be covering:

  • Defining the relationships you have with contacts
  • Creating fields needed to capture information specific to your business

 

Let's go over Contact Types and Custom Fields: 

Contact Types

Contact Type is a field available on People and Company records, and define the relationship your business has to them.  By default you have two Contact Types: Potential Customer and Current Customer:

 

You can create additional Contact Types to better define the relationship your business has with People and Companies.  

We suggest that you add additional options (example; Vendor, Reseller, etc) if you have contacts who might not fall into the Potential Customer and Current Customer bucket.  The benefit of using Contact Types is that it makes it much easier to sort and filter your data!

Since this is a dropdown field, only one Contact Type can be selected at a time.

You can access Contact Types under Settings > Contact Types.

 

Example:  “Remember Pat?  When you converted Pat into a Person and Company record, those records’ Contact Type were marked as Potential Customers.  When you secured Pat’s business and closed out the Opportunity, you were able to change the Contact Type to Current Customer.  Now if you or your teammate look over your records down the road, you’ll be able to see that Pat and the Biz Wiz are already customers!”

 

Custom Fields

ProsperWorks comes with a number of default fields for People, Companies, Opportunities, and our other record types.  However, you may want to create additional fields, which can be done under Custom Fields.  Custom Fields can be created on Leads, Companies, People, Opportunities, Projects, and Tasks.

We suggest you think about what types of information your business needs to capture, that aren’t covered in our default fields, and create Custom Fields for them.

Example:  “You want to keep track of which products each customer buys.  You can create a custom dropdown field titled “Products Bought” and add it to your Company records.  When you marked Pat as a Current Customer, you can select the “Product Bought” they purchased:

 

 

Creating Custom Fields helps you capture the data you need, but less is more!  Only store relevant data that your team can utilize to sell more, market more effectively, or draw meaningful reports from.

One thing to keep in mind is that certain custom fields such as Text Fields, Text Area, and URLs cannot be filter criteria.

 

Now let's go to Step 6: Importing your data.

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