ProspectSoft

Overview checklist for importing sales history data into the CRM.

Sales History Import Checklist

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

Learn how to dynamically merge linked Product Library files to your Document Templates.

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

This article will outline how to send an email from within the CRM.

This article outlines how to manage your email attachments when sending emails via the CRM.

Here are some ways you can make your Documents stand out so they don't get missed!

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

This article outlines how you can add a document and create a document template against a record within the CRM.

This article outlines how to upload a photo to the CRM, using a mobile device.

A guide on how to re-install the Save to CRM Add-in within Outlook.

This article explains how to save incoming emails into the CRM using the Outlook Save to CRM Add-in.

This article explains how to categorise your saved emails using the Save to CRM Add-in.

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

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