Documentation

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

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16 articles in this collection
Written by Isobel Honour, Andrew Ardron, Jessica Nash and 1 other

List of Frequently Used Merge Fields

This article lists frequently used Prospect CRM merge fields that you can use in document & email templates.

Written by Matilda Gardener
Updated over a week ago

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.

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.

Written by Isobel Honour
Updated over a week ago

Embedding Fonts in Word Documents for PDFs

Ensure your PDF files use your selected Word font by embedding the font.

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.

Written by Isobel Honour
Updated over a week ago

CRM Library (Preview)

Understanding how the CRM Library in Prospect could help your business.

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.

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.

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!

Written by Jessica Nash
Updated over a week ago

Installing Save To CRM Add-in (Gmail)

This article will walk you through how to install the Save to CRM add-in for Gmail.

Written by Jessica Nash
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.

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.

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.

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.

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.

Written by Isobel Honour
Updated over a week ago

Install the Prospect CRM Add-in for Word

The Prospect CRM Add-in for Word helps you create Word templates & easily add search & replace fields

Written by Andrew Ardron
Updated over a week ago