Administration & Configuration

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

Isobel Honour avatar Andrew Ardron avatar Jess Heald avatar
76 articles in this collection
Written by Isobel Honour, Andrew Ardron, and Jess Heald

Adding Xero as a Secondary Connection

Here's how to add Xero as a secondary connection if your CRM is already integrated to an Inventory Management System like Unleashed.
Jess Heald avatar
Written by Jess Heald
Updated this week

Setting Up Integration to DEAR Inventory

It's quick and easy to set up integration to DEAR Inventory, one of our Cloud Inventory Management partner apps. Let us show you how...
Jess Heald avatar
Written by Jess Heald
Updated this week

Setting a User as an Account Manager

This article explains how to set a CRM user as an Account Manager.
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Checking the Status of your Integration

This article will show you how to check the status of your integration and explains what each status means.
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Searchable Custom Fields

Add searchable custom fields to help you find records quickly within the Global Search.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Urgent Notes

This article outlines how to configure urgent notes within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Prospect CRM & Unleashed Integration FAQs

We've answered some of your most frequently asked questions about our integration to Unleashed.
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Configuring Advanced Problem Analysis Matrix

This article outlines how to configure the Advanced Problem Analysis Matrix within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Account Manager Restrictions

This article outlines how to restrict users to only be able to access the records of customers that they manage.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring No Other Valid Delivery Option

This article outlines how to configure a No Other Valid Delivery option default within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Delivery Charge Pop-up Window

This article outlines when to show the Delivery Charge pop-up window within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Setting Collection/No Delivery as a Delivery Option

This article outlines how to set collection/No Delivery as a delivery method in the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Manual Delivery Charges

This article outlines how to configure Manual Delivery Charges within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Automatic Delivery Charges

This article outlines how to configure Automatic Delivery Charges within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Standard Document Text

This article outlines how to configure a Standard Document Text Search & Replace Field.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Subtotals Table for Quote Grouping

This article outlines how to configure the Subtotals Table for Quote Grouping.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Custom Fields

This article outlines how to configure your Custom Fields within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Pegasus Opera Installation Requirements

To support the options for Automation and Integration to Pegasus Opera II or 3, an on-premise installation is required.
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Exchequer Installation Requirements

To support the options for Automation and Integration to Exchequer, an on-premise installation is required.
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Access Dimensions Installation Requirements

To support the options for Automation and Integration to Access Dimensions, an on-premise installation is required.
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Sage 50 Installation Requirements

To support the options for Automation and Integration to Sage 50, an on-premise installation is required.
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Using the On Hold Wizard

This article outlines how to use the On Hold Wizard within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Exporting Product Information

This article outlines how to export product information from the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Amending Existing User's CRM Permissions

This article outlines how to amend existing users permissions within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

CRM Product Import

This article outlines how to import products to the CRM, without an accounts integration.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Equipment Types

This article outlines how to configure your Equipment Types within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Equipment Statuses

This article outlines how to configure your Equipment Statuses within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Equipment Manufacturers

This article outlines how to configure your Equipment Manufacturers within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Contract Statuses

This article outlines how to configure your Contract Statuses within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Document Template Groups

This article outlines how to configure your Document Template Groups within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Standard Industry Classifications (SIC)

This article outlines how to configure your Standard Industry Classifications (SIC) within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Division Turnover

This article outlines how to configure Division Turnover Ranges within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Division Priorities

This article outlines how to configure your Division Priorities within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Division Incorporation Types

This article outlines how to configure your Incorporation Types, set at Division level within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Countries List

This article outlines how to configure your Countries List within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Company Types

This article outlines how to configure your Company Types within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Additional Phone Number Types

This article outlines how to configure Additional Phone Number Types within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring where Account Managers are set at (Division or Company Level)

This article outlines how to configure where Account Managers are set at, either Division or Company Level.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Default Quote Expiry Date

This article outlines how to configure your Default Quote Expiry Date within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Default Order Due Date

This article outlines how to configure a Default Order Due Date within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Customising your Global Record Creations Menu

This article outlines how to customise your Global Record Creations Menu within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your User Dictionaries

This article outlines how to configure your User Dictionaries within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Relationship Types

This article outlines how to configure your Relationship Types within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Customising CRM Records Based on User Dictionary

This article outlines how to customise CRM records based on User Dictionaries within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Interaction Types

This article will outline how to configure your Interaction Types within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Default Phone Link Interaction Type

This article outlines how to configure a Default Interaction Type and Interaction Window Pop-up, after clicking a Telephone Link.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Order Confirmation Email

This article outlines how to configure an Order Confirmation Email to be sent automatically when a Sales Order or Quote is confirmed.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Preventing Users Editing Quote Records in Certain Statuses

This article outlines how to prevent users from editing Quotes in certain statuses.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Uploading Word Documents for Document Templates

This article outlines how to upload a Word document to be used as a Document Template within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Upsell Manager Links

This article outlines how to configure Upsell Manager Links between products.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring CRM Built-in Special Pricing

This article outlines how to configure the CRM Built-in Special Pricing.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Product Packs

This article outlines how to configure Product Packs within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Product Restrictions

This article outlines how to configure your Product Restrictions within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Setting Up Integration to Access Dimensions

If you'd like to request for your Free Trial to be integrated to your Access Dimensions Accounting System, follow these simple steps!
Jess Heald avatar
Written by Jess Heald
Updated this week

Services Portal

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

Setting Up Integration to Exchequer

If you'd like to request for your Free Trial to be integrated to your Exchequer Accounting System, follow these simple steps!
Jess Heald avatar
Written by Jess Heald
Updated this week

Our Integration Partnerships

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

Setting Up Integration to Pegasus Opera

If you'd like to request for your Free Trial to be integrated to your Pegasus Opera Accounting System, follow these simple steps!
Jess Heald avatar
Written by Jess Heald
Updated this week

Installing Save To CRM Add-in

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

Setting Up Integration to Sage 50

If you'd like to request for your Free Trial to be integrated to your Sage 50 Accounting System, follow these simple steps!
Jess Heald avatar
Written by Jess Heald
Updated this week

Setting Up Integration to Xero

It's quick and easy to set up integration to Xero, one of our Cloud Accounting System partner Apps. Let us show you how...
Jess Heald avatar
Written by Jess Heald
Updated this week

Operating Companies

What are Operating Companies and why do we use them?
Jess Heald avatar
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, one of our Cloud Inventory Management partner Apps. Let us show you how...
Jess Heald avatar
Written by Jess Heald
Updated this week

Restoring Deleted Records

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

Accessing Prospect

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

Adding Users & Setting Permissions

Using the Admin Portal to manage your Prospect users.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Customising your Prospect Interface

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

Configuring Word Quote Tables

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

Configuring Email Signatures

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

Data Management - Recycle Bin

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

Basic Data Import

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

Move Recalls

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

Data Management - Change Account Manager

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

Configure Drop-Down Menus (Status Codes & Types)

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

Configure Drop-Down Lists - Role Codes

This article outlines how to configure the Role Code drop-down lists.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago