Advice and answers from the ProspectSoft Team

Search results for:unleashed

Sync Unleashed Product Attributes

This article outlines how to sync Unleashed product attributes and will highlight where they can be viewed in Prospect CRM… Step 2: Enable Sync of Attributes from Unleashed… Product attributes can be imported from your Unleashed system if the 'Manage Attributes in the CRM (Preview
Updated over a week ago

Full Integration Capabilities for Unleashed

Understand exactly what we integrate between Prospect CRM and Unleashed… Unleashed Sales Person into Prospect CRM's Account Manager field We import the Unleashed Sales Person… Unleashed Customer Type Unleashed Customer Type needs to be customised in - learn more here
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..… Step 1: Connect to Unleashed… Step 2: Find your Unleashed API keys
Updated over a week ago

Hints & Tips when Setting up Unleashed

A few hints & tips to guarantee a successful integration with Unleashed!… #1: Unleashed Customer Types… CRM + Unleashed integration!
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… Answer: Since we first integrated to Unleashed, the Unleashed team have recommended Prospect all the… We’ve now welcomed hundreds of Unleashed customers, and since joining The Access Group alongside Unleashed
Updated over a week ago

Automatic Equipment Creation for Unleashed Sales Orders

Choose which products have equipment items automatically created when sold via the CRM (only available for Unleashed customers)… Please note: this feature is currently only available for customers who use Unleashed as their Inventory
Updated over a week ago

Identify B2C Customers Based on Unleashed Customer Type

Unleashed customers can auto-detect customer accounts that are B2C using Unleashed's Customer Type field… Step 1: Navigate to Unleashed Customer Types Setting… Unleashed customers can auto-detect customer accounts that are B2C,using Unleashed's Customer Type field
Updated over a week ago

Display Unleashed Customer Type within Prospect CRM

Displaying Unleashed's Customer Type to help segment customers within the CRM… As this is an Unleashed specific field, only Unleashed customers can use this field which is why you'll… Within Unleashed, there's a drop-down field called Customer Type on the customer account records
Updated over a week ago

How to set the Accounts Order Status for Unleashed

This article outlines how to choose the Unleashed order status on a Quote/Sales Order before you confirm an Order… Press 'Confirm' on the Quote/Sales Order to sync it to Unleashed with the selected status
Updated over a week ago

Unleashed Two-Way Sync of Basic Company Info

Learn more about our two way sync of basic company information with Unleashed… When changes are made in Unleashed the sync from Unleashed to Prospect CRM will be completed as part… Keeping information in both your Prospect CRM and Unleashed system up to date is important
Updated over a week ago