Administration & Configuration

These articles will help show you how to change certain parts of the CRM to better suit your business.

Isobel Honour avatar Andrew Ardron avatar Jessica Nash avatar +5
105 articles in this collection
Written by Isobel Honour, Andrew Ardron, Jessica Nash and 5 others

Bulk Updating Prospect CRM Special Prices via Excel

This article outlines how to bulk update Prospect CRM Special Prices in your CRM using Excel.
Caner Tasdemir avatar
Written by Caner Tasdemir
Updated over a week ago

Changing QuickBooks Online Order Type

Decide how Prospect CRM orders are confirmed into QuickBooks Online, either as an Invoice or Accepted Estimates.
Caner Tasdemir avatar
Written by Caner Tasdemir
Updated over a week ago

Setting Up Integration to Katana

It's quick and easy to set up integration to Katana, a Cloud Manufacturing app. Let us show you how...
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Compact or Preserve Delivery Address Formatting

Determine how the delivery address appears on quotes and orders.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Set up reCAPTCHA Integration

Learn how to set up rereCAPTCHA integration for CRM Enquiry Forms.
M
Written by Martin Clark
Updated over a week ago

Bulk Updating Tags

Learn how you can update Tags on lots of records at once using our Bulk Update tool.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Set up Secondary Integration to Xero or QuickBooks for Aged Receivables

Set up your secondary integration to either Xero or QuickBooks for Aged Receivables,
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Enable Posting of DEAR Inventory Salesperson

Learn how to enable the posting of DEAR Inventory Sales Rep when confirming an order from Prospect CRM to DEAR Inventory.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Flag Customers as B2C based on Price Tier (DEAR Inventory & Cin7)

This article outlines how to flag customers as B2C based on price tier.
Matilda Gardener avatar
Written by Matilda Gardener
Updated over a week ago

Adding QuickBooks Online as a Secondary Connection

Here's how to add QBO as a secondary connection if your CRM is already integrated to an Inventory Management System like Unleashed.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Bulk Converting B2C & B2B Contacts

Learn how to bulk convert B2C to B2B Contacts and vice versa!
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Post CRM Quote ID & Customer Reference to QuickBooks Online

Select which QuickBooks Online custom fields to post Quote ID & Customer Reference to.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Enabling Prospect CRM's Sales Order IDs for QuickBooks Commerce

Use Prospect CRM's order numbers when confirming orders into QBC instead of allowing QBC to generate its own.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Adding Search Term Field

Learn how to add the Search Terms field to help find records quickly.
Caner Tasdemir avatar
Written by Caner Tasdemir
Updated over a week ago

Setting Territory Restrictions

Learn how to set territory restrictions so that sales managers or sales teams can see their customers within Prospect CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Select Default Sage 50 Cost Price Type

Select which default Sage 50 Cost Price should be imported to calculate margin.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Controlling Editing of Activity Feed Notes

Specify who can/cannot edit notes in the Activity Feed.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Editing Email Quote Tables

Learn how to edit an Email Quote Table in Prospect to then send to your customers.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Edit Word Styles & Setting Up Custom Quote Table Styles in Word

Learn how to configure the Word table for your Quote Document through following this guide.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Restoring Deleted Records

This article outlines how to recover deleted records and restore them back to Prospect CRM.
Caner Tasdemir avatar
Written by Caner Tasdemir
Updated over a week ago

Setting the Filename on Document Templates

Learn how to change the filename on your Document Templates to make them more personalised.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Identify B2C Customers Based on Unleashed Customer Type

Unleashed customers can auto-detect customer accounts that are B2C using Unleashed's Customer Type field.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

How to Bulk Update Account Managers

The quickest way to update multiple Account Managers at once is by using our bulk update tool.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Change No. of Decimal Places in Quote Table

Change the number of decimal places that display within a Quote table for information like Unit Price.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Setting Up Integration to QuickBooks Online

It's quick and easy to set up integration to QuickBooks Online, one of our Cloud Accounting System partner Apps. Let us show you how...
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Add Unleashed Delivery Method to Quotes & Sales Orders

Learn how to add the Unleashed Delivery Method to Quotes & Sales Orders.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Importing Images from your Inventory Management System

Learn how to import images to Prospect CRM from your Inventory Management System & use them on Quotes!
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Data Importer (Preview)

How to use our new Data Importer to import Companies & Contacts in bulk.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Setting up Gmail Forwarding for CRM Inbox Address

Forward emails to your CRM Inbox Address to automatically save emails into Prospect CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Changing Default Time Zone

Changing your default time zone for CRM Services such as Task notification emails & document merge fields.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Sending Emails to CRM Inbox Address

Send emails to your CRM Inbox Address to automatically save emails into Prospect CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

US Date Format for Document Search & Replace Fields

Changing Search & Replace date fields to US date format e.g. 11/21/2021.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Selecting Warehouses for Available Stock Level

Select which Warehouses are included within the CRM's Available Stock Level.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Single Sign On (SSO) with Azure AD (AAD)

This article provides a step-by-step guide on how to set up your SSO.
Andrew Ardron avatar
Written by Andrew Ardron
Updated over a week ago

Basic Data Import

This article outlines how to complete a basic import of data into the CRM using an Excel spreadsheet.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

4 Scenarios for using Account Manger Restrictions

When you should be enabling CRM Account Manager Restrictions for your users.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Setting Account Managers

Learn how to set a CRM user as an Account Manager & then how to assign a Company to an Account Manager.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Adding Users to Restricted Dictionary

The Restricted Dictionary allows you to remove Margin & Cost Price fields from certain user's view.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Adding Custom Drop-down Fields

How to add custom drop-down fields helping to categorise your CRM records.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Setting Up Integration to Cin7

It's quick and easy to set up integration to Cin7, one of our Cloud Inventory Management partner Apps. Let us show you how...
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

On-premise Installation Requirements

To support the options for automation & integration to on-premise Accounting and ERP systems, an on-premise installation is required.
Arthur Ashdown avatar
Written by Arthur Ashdown
Updated over a week ago

Configuring Custom Contact Preference Flags

Setting Contact Preference Flags for marketing purposes.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Installing Save To CRM Add-in (Outlook on the web)

This article will walk you through how to install the Save to CRM add-in in Outlook on the web.
Alex Calderbank avatar
Written by Alex Calderbank
Updated over a week ago

Adding Xero as a Secondary Connection

Here's how to add Xero as a secondary connection if your CRM is already integrated to an Inventory Management System like Unleashed.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Setting Up Integration to DEAR Inventory

It's quick and easy to set up integration to DEAR Inventory, one of our Cloud Inventory Management partner apps. Let us show you how...
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Setting a User as an Account Manager

This article explains how to set a CRM user as an Account Manager.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Checking the Status of your Integration

This article will show you how to check the status of your integration and explains what each status means.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Searchable Custom Fields

Add searchable custom fields to help you find records quickly within the Global Search.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Urgent Notes

This article outlines how to configure urgent notes within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Prospect CRM & Unleashed Integration FAQs

We've answered some of your most frequently asked questions about our integration to Unleashed.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Configure Advanced Problem Analysis Matrix

This article outlines how to configure the Advanced Problem Analysis Matrix in Prospect CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configure Account Manager Restrictions

This article outlines how to restrict users to only be able to access the records of customers that they manage.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring No Other Valid Delivery Option

This article outlines how to configure a No Other Valid Delivery option default within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Setting Collection/No Delivery as a Delivery Option

This article outlines how to set collection/No Delivery as a delivery method in the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Standard Document Text

This article outlines how to configure a Standard Document Text Search & Replace Field.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Subtotals Table for Quote Grouping

This article outlines how to configure the Subtotals Table for Quote Grouping.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Custom Fields

Want to add bespoke fields to your CRM to help better segment your customers? Use our Customiser to add custom fields.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Pegasus Opera Installation Requirements

To support the options for Automation and Integration to Pegasus Opera II or 3, an on-premise installation is required.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Exchequer Installation Requirements

To support the options for Automation and Integration to Exchequer, an on-premise installation is required.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Access Dimensions Installation Requirements

To support the options for Automation and Integration to Access Dimensions, an on-premise installation is required.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Sage 50 Installation Requirements

To support the options for Automation and Integration to Sage 50, an on-premise installation is required.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Using the On Hold Wizard

This article outlines how to use the On Hold Wizard within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Exporting Product Information

This article outlines how to export product information from the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Amending Existing User's CRM Permissions

This article outlines how to amend existing users permissions within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

CRM Product Import

This article outlines how to import products to the CRM, without an accounts integration.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Equipment Statuses

This article outlines how to configure your Equipment Statuses within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Equipment Manufacturers

This article outlines how to configure your Equipment Manufacturers within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Contract Statuses

This article outlines how to configure your Contract Statuses within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Document Template Groups

This article outlines how to configure your Document Template Groups within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Company Turnover

This article outlines how to configure Company Turnover Ranges within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configure your Company Priorities

Configure you Company Priorities within the CRM to help identify your high, medium & low priority Customers or Prospects.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Company Incorporation Types

This article outlines how to configure your Incorporation Types, set at Company level within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Countries List

This article outlines how to configure your Countries List within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Additional Phone Number Types

This article outlines how to configure Additional Phone Number Types within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring where Account Managers are set at (Company or Company Level)

This article outlines how to configure where Account Managers are set at, either Company or Company Level.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Default Quote Expiry Date

This article outlines how to configure your Default Quote Expiry Date within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Default Order Due Date

This article outlines how to configure a Default Order Due Date within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Customising your Global Record Creations Menu

This article outlines how to customise your Global Record Creations Menu within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your User Dictionaries

This article outlines how to configure your User Dictionaries within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Relationship Types

This article outlines how to configure your Relationship Types within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Customising CRM Records Based on User Dictionary

This article outlines how to customise CRM records based on User Dictionaries within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring your Interaction Types

This article will outline how to configure your Interaction Types within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Default Phone Link Interaction Type

This article outlines how to configure a Default Interaction Type and Interaction Window Pop-up, after clicking a Telephone Link.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Preventing Users Editing Quote Records in Certain Statuses

This article outlines how to prevent users from editing Quotes in certain statuses.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring CRM Built-in Special Pricing

This article outlines how to configure the CRM Built-in Special Pricing.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configuring Product Restrictions

This article outlines how to configure your Product Restrictions within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Setting Up Integration to Access Dimensions

If you'd like to request for your Free Trial to be integrated to your Access Dimensions Accounting System, follow these simple steps!
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Services Portal

The Services Portal is the place for you to manage your ProspectSoft solutions with ease.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Setting Up Integration to Exchequer

If you'd like to request for your Free Trial to be integrated to your Exchequer Accounting System, follow these simple steps!
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Setting Up Integration to Pegasus Opera

If you'd like to request for your Free Trial to be integrated to your Pegasus Opera Accounting System, follow these simple steps!
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Our Integration Partnerships

We are proud to have unparalleled integration with leading Accounting/ERP and Inventory Management Systems. Learn more about our partners!
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Installing Save To CRM Add-in (Desktop Outlook)

This article will walk you through how to install the Save to CRM add-in in Outlook.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Setting Up Integration to Sage 50

If you'd like to request for your Free Trial to be integrated to your Sage 50 Accounting System, follow these simple steps!
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Setting Up Integration to Xero

It's quick and easy to set up integration to Xero, one of our Cloud Accounting System partner Apps. Let us show you how...
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Operating Companies

What are Operating Companies and why do we use them?
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Setting Up Integration to Unleashed

It's quick and easy to set up integration to Unleashed, one of our Cloud Inventory Management partner Apps. Let us show you how...
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Forgotten Password or Changing your Password

This article outlines how to quickly change your Prospect CRM password, and to recover from a forgotten password.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Editing/Uploading your Profile Picture

This article outlines how to edit or upload your Prospect CRM profile picture.
Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Customising your Prospect Interface

Need to change the label of a CRM field to help with segmenting your customers? Check out our Customiser to edit your CRM record layouts.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Accessing Prospect

This article will outline how to access the Prospect solution.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Build your Word Quote Tables

This article outlines how to create Quote tables within a Word standard document in the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Data Management - Recycle Bin

This article outlines how to restore records from the Admin Portal which have been deleted from the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Move Tasks

This article outlines how to move Tasks from one user of the CRM to another using the Admin Portal.
Isobel Honour avatar
Written by Isobel Honour
Updated yesterday

Data Management - Change Account Manager

This article outlines how to use the Admin Portal to bulk change Account Managers from one user to another.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Configure Drop-down Menus (Status Codes & Types)

This article outlines how to set Status Codes and Types within the CRM for Opportunities and Problems.
Isobel Honour avatar
Written by Isobel Honour
Updated this week