If you are already on a Free Trial and have decided you would like to get the trial integrated, speak to a member of the ProspectSoft team today and we'll get it configured for you - call us on 0330 0880 365 or email firstname.lastname@example.org.
Step 1: Sign Up for a Free Trial
If you haven't already signed up for a Free Trial of Prospect CRM, go ahead and register at signup.prospect365.com.
Step 2: Request to get your trial integrated to Exchequer
You will automatically be taken to the Welcome page within your Free Trial account. In the Getting Started section, press the 'Configure Now' button on the right-hand side. Iris Exchequer should already be selected for you in the drop-down list.
Step 3: Get 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, to get the integration set up, you will need to get in touch with a member of the ProspectSoft Onboarding team on 0330 0880 365. You may find that a member of the team will have already been in touch with you to configure the integration.