Question:
If I set special prices in Unleashed, will these come through to Prospect CRM?

Answer:
Yes, as long as the customer's Unleashed account is linked with their CRM Division record, these prices will pull through.

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Question:
How does a confirmed CRM Quote appear in Unleashed?

Answer:
A confirmed CRM Quote or Sales Order will appear as a Sales Order on the customer's account within Unleashed.

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Question:
Where do I issue the invoice for the customer's order?

Answer:
You would generate the invoice from Unleashed off the back of the customer's Sales Order.

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Question:
Can I create a product from Prospect CRM rather than in Unleashed?

Answer:
Yes, you can using our Product Creator. The product will be created at the point of order confirmation.

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Question:
Can I create a new customer account from Prospect CRM rather than in Unleashed?

Answer:
Yes, you can using our Sales Ledger Creator. The customer will then be created in Unleashed for orders to be processed against.

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Have a question that we've not answered above? Email us here with your question and a member of our Customer Success Team will be in touch.

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