Knowledge Base

Mailchimp Synchronisation

Learn more about the Contact sync from Prospect CRM to Mailchimp

Written by Arthur Ashdown
Updated over a week ago

Firewall Configuration

Ensuring the Prospect CRM is enabled via your firewall.

Written by Isobel Honour
Updated over a week ago

Searching Tips

Here's some handy tips to help you find what you're looking for when using search in Prospect CRM.

Written by Paul Holland
Updated over a week ago

Obsoleting Products in Xero

Marking old products inactive in Xero won't make them obsolete in Prospect CRM - this guide explains how to make products obsolete in both!

Written by Isobel Honour
Updated over a week ago

Resolving Browser Related Issues (Clearing Browser Caches)

How to fix issues in your browser that could be impacting the performance of Prospect.

Written by Arthur Ashdown
Updated over a week ago

Setting Up Integration to QuickBooks Commerce (TradeGecko)

It's quick and easy to set up integration to QuickBooks Commerce (TradeGecko), one of our Cloud Inventory Management partner apps...

Written by Jessica Nash
Updated over a week ago

Prospect Points Explained

This article outlines how our Prospect Points can be used towards your Prospect CRM.

Written by Jessica Nash
Updated over a week ago

How to Take a Free Trial

This article outlines how to take a Free Trial of the Prospect Stock-Aware CRM & eCommerce Platform.

Written by Isobel Honour
Updated over a week ago

Low Text to HTML Ratio (SEO)

This article will explain the cause of this issue and whether it should be a concern to your site.

Written by Paul Holland
Updated over a week ago

The robots.txt file (SEO)

This article will explain what a robots.txt file is and how to create one.

Written by Paul Holland
Updated over a week ago

SEO - Uncompressed JavaScript and CSS files

This article explains what uncompressed files are and how compression will help your site.

Written by Paul Holland
Updated over a week ago

Missing ALT Attributes (SEO)

This article will explain why ALT attributes are useful, and how to add them if they're missing.

Written by Paul Holland
Updated over a week ago

Virtual Machines

This article outlines how to access and use a virtual machine from the Services Portal.

Written by Isobel Honour
Updated over a week ago

Ideas Portal

This article outlines the use of the Ideas Portal, how to access it and how to add an idea.

Written by Jessica Nash
Updated over a week ago