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How-toPeak PRM

How do I set up Peak PRM?

Setup takes about five minutes and can be resumed at any time: choose a goal, bring in contacts, then give the most important people a tier and cadence. Peak then shows the first briefing and the first action. The people are the same as in Connect.

  1. Open Peak PRM and choose “Set up in 5 minutes”.
  2. Choose what you want to nurture relationships for.
  3. Use contacts from Connect or import a vCard, CSV or LinkedIn file.
  4. For the most important people, accept or change the suggested tier and cadence.

Next step

Set up

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