- You'll need a Prospect CRM Free Trial - if you don't already have one go ahead and register at signup.prospect365.com
Step 1: Request Integration to Exchequer
In the Welcome page within your Free Trial account, the first section is "Getting Started". Click the 'Configure Now' button to begin.
If the Welcome page isn't already open, then go to https://crm.prospect365.com/welcome or click the icon in the top right of the screen - it's a tick/setup-tasks icon.
In the pop up, select Iris Exchequer from the drop-down list.
Step 2: We'll be in touch!
As Exchequer is an on-premise Accounting System, we need to install an integration gateway on the server where your accounts system is running. Therefore, a member of the ProspectSoft Onboarding team will be in touch to assist you with its configuration. You can also chat to our Onboarding team to get this configured now - simply open the chat icon in the bottom right-hand corner of the CRM or on our website.