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Administration & Configuration
Administration & Configuration
These articles will help show you how to change certain parts of the CRM to better suit your business.
Enabling Activity Email Notifications
How to Enable Postcode Lookup for Other Countries
Bulk Updating Prospect CRM Special Prices via Excel
Changing QuickBooks Online Order Type
Setting up Integration to Katana
Compact or Preserve Delivery Address Formatting
Set up Google reCAPTCHA Integration
Bulk Updating Tags
Set up Secondary Integration to Xero or QuickBooks for Aged Receivables
Enquiry Importer (Preview)
Missing Customer Import
How to Restrict Goals to Individual Users
Product Item Upsell Import (Preview)
Sync Account Managers from your Inventory Management System
Enable Posting of DEAR Inventory/Cin7 Core Salesperson
Flag Customers as B2C based on Price Tier (DEAR Inventory/Cin7 Core & Cin7 Omni)
Adding QuickBooks Online as a Secondary Connection
Bulk Converting B2C & B2B Contacts
Post CRM Quote ID & Customer Reference to QuickBooks Online
Notes Importer (Preview)
Bulk Updating Products via Excel (Preview)
Enabling Prospect CRM's Sales Order IDs for QuickBooks Commerce
Adding Search Term Field
Changing the Initial Quote ID
How to Access the API Usage Graph
Managing Your Imports Through Automation Manager
Setting Territory Restrictions
Select Default Sage 50 Cost Price Type
Controlling Editing of Activity Feed Notes
Sync Unleashed Product Attributes
Editing Email Quote Tables
Edit Word Styles & Setting Up Custom Quote Table Styles in Word
How to Download Prospect CRM as an App (Android & iPhone)
Restoring Deleted Records
Setting the Filename on Document Templates
Identify B2C Customers Based on Unleashed Customer Type
How to Bulk Update Account Managers
Change No. of Decimal Places in Quote Table
Setting up Integration to QuickBooks Online
Add Unleashed Delivery Method to Quotes & Sales Orders
Importing Images from your Inventory Management System
Data Importer (Preview)
Setting up Gmail Forwarding for CRM Inbox Address
Changing Default Time Zone
Sending Emails to CRM Inbox Address
Bulk Update Prospect Special Pricing via Excel
US Date Format for Document Search & Replace Fields
Selecting Warehouses for Available Stock Level
Single Sign on (SSO) with Azure AD (AAD)
Setting Manual Currencies
Basic Data Import
4 Scenarios for using Account Manger Restrictions
Setting Account Managers
Adding Users to Restricted Dictionary
Bulk Updating Product Prices
Adding Custom Drop-down Fields
Setting up Integration to Cin7 Omni
On-premise Installation Requirements
Configuring Custom Contact Preference Flags
Installing Save To CRM Add-in (Outlook on the web)
Adding Xero as a Secondary Connection
Setting up Integration to DEAR Inventory/Cin7 Core
Selecting Default Cost Price for QuickBooks Commerce
Setting a User as an Account Manager
Checking the Status of your Integration
Searchable Custom Fields
Configuring Cost Centres (Preview)
Configuring Urgent Notes
Hints & Tips when Setting up Cin7
Prospect CRM & Unleashed Integration FAQs
Configure Advanced Problem Analysis Matrix
Configure Account Manager Restrictions
Configuring No Other Valid Delivery Option
Setting Collection/No Delivery as a Delivery Option
Configuring Standard Document Text
Configuring Subtotals Table for Quote Grouping
Configuring Custom Fields
Pegasus Opera Installation Requirements
Exchequer Installation Requirements
Access Dimensions Installation Requirements
Sage 50 Installation Requirements
Using the On Hold Wizard
Exporting Product Information
Amending Existing User's CRM Permissions
CRM Product Import
Configuring your Equipment Statuses
Configuring your Equipment Manufacturers
Configuring your Contract Statuses
Configuring your Document Template Groups
Configuring Company Turnover
Configure your Company Priorities
Configuring your Company Incorporation Types
Configuring your Countries List
Configuring Additional Phone Number Types
Configuring where Account Managers are set at (Company or Company Level)
Configuring Default Quote Expiry Date
Configuring Default Order Due Date
Customising your Global Record Creations Menu
Configuring your User Dictionaries
Configuring Relationship Types
Customising CRM Records Based on User Dictionary
Configuring your Interaction Types
Configuring Default Phone Link Interaction Type
Preventing Users Editing Quote Records in Certain Statuses
Configuring CRM Built-in Special Pricing
Configuring Product Restrictions
Setting up Integration to Access Dimensions
Services Portal
Setting up Integration to Exchequer
Setting up Integration to Pegasus Opera
Our Integration Partnerships
Installing Save To CRM Add-in (Desktop Outlook)
Setting up Integration to Sage 50
Setting up Integration to Xero
Operating Companies
Setting up Integration to Unleashed
Forgotten Password or Changing your Password
Editing/Uploading your Profile Picture
Customising your Prospect Interface
Accessing Prospect
Build your Word Quote Tables
Data Management - Recycle Bin
Move Tasks
Data Management - Change Account Manager
Configure Drop-down Menus (Status Codes & Types)
