Documentation | Prospect Articles

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

Uploading Files to CRM Library

How to upload files such as product brochures, specification documents, Terms & Conditions and more to the CRM Library in Prospect.

Written by Isobel Honour
Updated over a week ago

Attaching CRM Library Files to Email Templates

Learn how to automatically attach CRM Library files to email templates so you don't have to remember to add them!

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

Configuring Attachments for Email Templates

Set Word/PDF document templates to automatically attach when email templates are used to save time.

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 Jess Heald
Updated over a week ago

Pinning your most-used Document Templates

Quickly generate frequently used Word documents or emails by pinning them to the drop-down menu.

Written by Isobel Honour
Updated over a week ago

Enabling Product Images for Word & Email Quote Tables

Bring your products to life by adding product images from your Inventory Management/Accounting system to quotes!

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

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

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