This article summarises which Office apps Prospect CRM integrates with and how we integrate.
Creating a Word Document Template
In our Document Template section within Settings, you can create your own Quote template by opening up Word through the CRM.
For guidance on creating Quote document templates, check out this guide.
Prospect CRM Add-in for Word
When creating Quote documents, email signatures or email templates, you can add merge fields pulling information from the CRM. By installing our Prospect CRM Add-in for Word, it's quicker and easier to find and add merge fields.
To install the Prospect CRM Add-in for Word, follow these steps.
Saving a Report to Excel
You can save Reports from the CRM directly into Excel in just a few clicks. By selecting the further options menu and the 'Save to Excel' option, all of the information in your Report will be outputted to Excel as a spreadsheet, where you can then do further analysis.
Learn more about this tool here.
Updating via Excel
Bulk update your CRM records and Reports using an Excel spreadsheet and importing the information into Prospect CRM. Simply make sure you use CRM-specific column headings in your spreadsheet so the import is successful.
More information on how to update via Excel can be found in our guide here.
Save to CRM Add-in
Saving emails against relevant CRM records means you capture all correspondence in one place. With our Save to CRM Add-in for Outlook desktop, Outlook web, and Gmail, you can quickly and easily save any email against any CRM record - whether that be an Opportunity, Problem, Contact etc.
Here's an article on how to use the add-in once installed.
CRM Inbox Address
The CRM Inbox Address allows you to BCC our own unique email address so that emails automatically saved into the CRM (rather than manually saving emails each time). This allows you and your team to have full visibility of all email sending from within the CRM interface.
Discover how to use this tool in this guide.