Administration & Configuration

These articles will help show you how to change certain parts of the CRM to better suit your business.

Jess Heald avatar Isobel Honour avatar Jordan Edmunds avatar +1
21 articles in this collection
Written by Jess Heald, Isobel Honour, Jordan Edmunds and 1 other

Services Portal

The Services Portal is the place for you to manage your ProspectSoft solutions with ease.
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Written by Jess Heald
Updated over a week ago

Our Integration Partnerships

We are proud to have unparalleled integration with leading Accounting/ERP and Inventory Management Systems. Learn more about our partners!
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Written by Jess Heald
Updated over a week ago

Installing Prospect 365 Save To CRM Add-in

This article will walk you through how to install the Save to CRM add-in in Outlook.
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Written by Jess Heald
Updated over a week ago

Setting Up Integration to Xero

It's quick and easy to set up integration to your Xero accounting system. Let us show you how!
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Written by Jess Heald
Updated over a week ago

Operating Companies

What are Operating Companies and why do we use them?
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Written by Jess Heald
Updated over a week ago

Setting Up Integration to Unleashed

It's quick and easy to set up integration to Unleashed, our cloud inventory management partner. Let us show you how!
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Written by Jess Heald
Updated over a week ago

Admin User - Restoring Deleted Records

This article outlines how to restore any deleted records from the CRM.
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Written by Isobel Honour
Updated over a week ago

Changing your Password

This article outlines how to quickly change your password.
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Written by Isobel Honour
Updated over a week ago

Editing your Profile

This article outlines how to edit your Prospect 365 profile.
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Written by Isobel Honour
Updated over a week ago

Accessing Prospect 365

This article will outline how to access the Prospect 365 solution.
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Written by Isobel Honour
Updated over a week ago

Adding Users & Setting Permissions

Using the Admin Portal to manage your Prospect 365 Users.
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Written by Jordan Edmunds
Updated over a week ago

Admin User - Customising your Prospect 365 Interface

This article outlines how to change the layout of a record within the CRM using the Customiser.
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Written by Isobel Honour
Updated over a week ago

Admin User - Configure Word Quote Tables

This article outlines how to create Quote tables within a Word standard document in the CRM.
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Written by Isobel Honour
Updated over a week ago

Admin User - Configure Email Signatures

This article outlines how to set Email Signatures for emails being sent from the CRM.
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Written by Isobel Honour
Updated over a week ago

Admin User - Data Management - Recycle Bin

This article outlines how to restore records from the Admin Portal which have been deleted from the CRM.
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Written by Isobel Honour
Updated over a week ago

Admin User - Basic Data Import

This article outlines how to complete a basic import of data into the CRM using an Excel spreadsheet.
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Written by Isobel Honour
Updated over a week ago

Single Sign On (SSO) with Azure AD (AAD)

This article provides a step-by-step guide on how to set up your SSO.
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Written by Andrew Ardron
Updated over a week ago

Admin User - Move Recalls

This article outlines how to move recalls from one user of the CRM to another using the Admin Portal.
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Written by Isobel Honour
Updated over a week ago

Admin User - Data Management - Change Account Manager

This article outlines how to use the admin portal to bulk change Account Managers from one user to another.
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Written by Isobel Honour
Updated over a week ago

Admin User - Configure Drop Down Menus - Status Codes & Types

This article outlines how to set Status Codes and Types within the CRM for Leads and Problems.
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Written by Isobel Honour
Updated over a week ago

Admin User - Configure Drop Down Menus - Role Codes

This article outlines how to configure the role code drop down menu.
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Written by Isobel Honour
Updated over a week ago