How to start?

Installation according to your way of work

To get the most out of Produs it is best to adjust it to your way of work. Every user with administrator rights can change his basic settings. There are also many other functionalities, which enable users to change their working environment without having to use system settings and without having administrator rights. All possibilities will be explained in the following text.

First steps

You can easily begin working with Produs IT without many settings. The system is based on data on Leads and Accounts, which can be quickly entered. But because Produs IT is more than a database, we recommend you read the sales process chapter.

It is recommended to make the first steps entering the important data − the details can be added later on. See Contacts chapter for more information on entering Contacts. After you enter the first few there will be many automatic functions.

Next steps

The next step can be entering sales opportunities. See the entering opportunities chapter.

If there are many users beginning to work with Produs IT, bear in mind that the data should be entered into the system only once. Therefore it is recommended to agree on who will be entering specific data. It is also recommended to agree upon a unified way of entering data so that it would be unified and clear.

When to start using Produs IT?

Start using Produs IT the next time you have a Lead or opportunity. Get yourself acquainted with the tools and functionalities.

Their use will improve with time and soon using Produs IT will become a habit.