Documentation

These articles will give you a hand with any queries about creating, saving, importing or exporting documents.

Isobel Honour avatar Jess Heald avatar
17 articles in this collection
Written by Isobel Honour and Jess Heald

Moving & Deleting CRM Library Files in Bulk

Using the Bulk Action tool, you can move CRM Library Files from one folder to another or delete files in bulk.
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Written by Isobel Honour
Updated over a week ago

Attaching CRM Library Files to Web Products & Web Groups

Files saved in the CRM Library can be attached and displayed for Web Products/Web Product Groups on your integrated Prospect eCommerce site.
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Written by Isobel Honour
Updated over a week ago

Uploading Files to CRM Library

How to upload files such as product brochures, specification documents, Terms & Conditions and more to the CRM Library in Prospect.
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Written by Isobel Honour
Updated over a week ago

Attaching CRM Library Files to Email Templates

How to automatically attach CRM Library files to email templates.
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Written by Isobel Honour
Updated over a week ago

Attaching CRM Library Files to Emails

How to quickly attach CRM Library files to emails sent via the CRM.
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Written by Isobel Honour
Updated over a week ago

CRM Library (Preview)

Understanding how the CRM Library in Prospect could help your business.
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Written by Isobel Honour
Updated over a week ago

Configuring Attachments for Email Templates

Setting Word/PDF document templates to automatically attach when email templates are used.
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Written by Isobel Honour
Updated over a week ago

Sending an Email from the CRM

This article will outline how to send an email from within the CRM.
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Written by Isobel Honour
Updated over a week ago

Managing Email Attachments

This article outlines how to manage your email attachments when sending emails via the CRM.
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Written by Isobel Honour
Updated over a week ago

Pinning your most-used Document Templates

This article outlines how to pin document templates in the drop down menu.
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Written by Isobel Honour
Updated over a week ago

Marking Documents as Important/Pinning Documents

Here are some ways you can make your Documents stand out so they don't get missed!
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Enabling Product Images for Word & Email Quote Tables

Enabling product images for your Word and Email Quote tables & uploading product images.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Uploading a Photo Using a Mobile Device

This article outlines how to upload a photo to the CRM, using a mobile device.
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Written by Isobel Honour
Updated over a week ago

Adding a Document to a Record

This article outlines how you can add a document and create a document template against a record within the CRM.
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Written by Isobel Honour
Updated over a week ago

Re-installing Save to CRM Add-in

A guide on how to re-install the Save to CRM Add-in within Outlook.
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Written by Isobel Honour
Updated over a week ago

Using Save to CRM Add-in

This article explains how to save incoming emails into the CRM using the Outlook Save to CRM Add-in.
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Written by Isobel Honour
Updated over a week ago

Categorising Saved Emails Using Save to CRM Add-in

This article explains how to categorise your saved emails using the Save to CRM Add-in.
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Written by Isobel Honour
Updated over a week ago