Basic Record Management

Default Phone Link Activity Type

Learn how to automatically pop up an activity window when calling a customer to quickly add call notes.

Written by Isobel Honour
Updated over a week ago

Enable Notification of Failed Orders

Learn how you can get notified by the CRM when an order fails to confirm.

Written by Isobel Honour
Updated over a week ago

Bulk Update via Excel (Preview)

Bulk update your Contacts & Companies using Excel.

Written by Isobel Honour
Updated over a week ago

Moving a Single Company under a Company Group

This article outlines how to move a single Company under a Company Group by changing the parent record.

Written by Matilda Gardener
Updated over a week ago

View Companies on Google Maps

This guide explains how to view Companies and their addresses from Prospect CRM on Google Maps.

Written by Matilda Gardener
Updated over a week ago

Converting Two Single Companies into a Company Group

How to convert two Single Companies into a Company Group, so they're grouped together under one parent Company.

Written by Isobel Honour
Updated over a week ago

Data Import Checklist

Overview checklist for importing data into the CRM.

Written by Isobel Honour
Updated over a week ago

Outbound Phone Integration

How to integrate your phone system to post phone numbers from Prospect CRM to quickly call your customers.

Written by Isobel Honour
Updated over a week ago

Microsoft Office Integrations

Discover which Microsoft Office apps Prospect CRM integrates with.

Written by Isobel Honour
Updated over a week ago

Making Fields Mandatory

How to make important CRM fields mandatory to ensure reliable CRM data for your business processes.

Written by Isobel Honour
Updated over a week ago

Companies, Single Company & Company Groups Explained

Learn about the key difference between a Company and a Company Group in this article!

Written by Jessica Nash
Updated over a week ago

Display Unleashed Customer Type within Prospect CRM

Displaying Unleashed's Customer Type to help segment customers within the CRM.

Written by Isobel Honour
Updated over a week ago

Email Open & Click Tracking

Track CRM email opens, deliverability and clicks in Prospect.

Written by Matilda Gardener
Updated over a week ago

Mandatory Fields for Data Imports

Explaining mandatory fields when completing data imports into Prospect CRM.

Written by Isobel Honour
Updated over a week ago

Converting a Single Company to a Company Group

If you need to log multiple Companies under one Company Group, here's how!

Written by Isobel Honour
Updated over a week ago

Converting Business Contacts & B2C Contacts

Helpful admin tool to convert Business Contacts to B2C Contacts, and vice versa.

Written by Isobel Honour
Updated over a week ago

Setting Tags (Preview)

Using tags to help profile your Company & Contacts.

Written by Isobel Honour
Updated over a week ago

Configuring a Default Email Template

This article outlines how to configure a Default Email Template within the CRM.

Written by Isobel Honour
Updated over a week ago

Using the Nearby Company Search

This article outlines how to use the Nearby Company Search within the CRM.

Written by Isobel Honour
Updated over a week ago

Using the Next & Previous Buttons

This article outlines how to use the Next & Previous buttons in the CRM.

Written by Isobel Honour
Updated over a week ago

Flagging Interaction Types as Active Engagement

This article will explain in steps how to mark interaction types as active engagements.

Written by Isobel Honour
Updated this week

Sharing CRM Records

This article outlines how to share a CRM record with other CRM users.

Written by Isobel Honour
Updated over a week ago

Creating Appointments

This article outlines how to create appointments from the CRM.

Written by Isobel Honour
Updated over a week ago

Setting Urgent Notes

This article outlines how to set an Urgent Note within the CRM.

Written by Isobel Honour
Updated over a week ago

Exporting Configure Lists to Excel

This article outlines how to export configure lists to excel within the CRM.

Written by Isobel Honour
Updated over a week ago

Accessing Customer Accounts within Cloud Accounting & Inventory Management Systems

This article outlines how to access a customer account within a cloud accounting/inventory management system via the CRM.

Written by Isobel Honour
Updated over a week ago

Default Rows Per Page

This article outlines how to change the default number of rows displayed per page.

Written by Isobel Honour
Updated over a week ago

Creating Contracts

This article outlines how to create Contracts within the CRM.

Written by Isobel Honour
Updated over a week ago

Setting Task Limits

This article outlines how to set Task limits within the CRM based on a user's preference.

Written by Isobel Honour
Updated over a week ago

Change Date Display Format

This article outlines how to change the date display format within the CRM.

Written by Isobel Honour
Updated over a week ago

Plotting Customers on Google Maps

Learn how to export companies and their addresses to Excel to upload them to Google Maps.

Written by Isobel Honour
Updated over a week ago

Creating a Sales Ledger

This article outlines how to create a sales ledger from the CRM.

Written by Isobel Honour
Updated over a week ago

Basic Record Management: Introduction

This article introduces the basic record management topic & which levels of the CRM hierarchy it will focus on.

Written by Jessica Nash
Updated over a week ago

Creating a New Company Under an Existing Company Group

This article outlines how to create a new Company under an existing Company Group within the CRM.

Written by Isobel Honour
Updated over a week ago

Creating a New Contact Under an Existing Company

This article outlines how to create a New Contact under an existing Company within the CRM.

Written by Isobel Honour
Updated over a week ago

Creating a B2C Contact

This article outlines how to create a B2C Contact within the CRM.

Written by Isobel Honour
Updated over a week ago

Creating a New Business Contact

This article outlines how to create a new Business Contact within the CRM.

Written by Isobel Honour
Updated over a week ago

CRM Layout

This document outlines the general layout of the CRM.

Written by Isobel Honour
Updated over a week ago

Hierarchy

This document outlines the hierarchical structure of the CRM.

Written by Jessica Nash
Updated over a week ago

Contact Layout

This article outlines the general layout of a Contact within the CRM.

Written by Isobel Honour
Updated over a week ago

Company Layout

This article outlines the general layout of a Company in the CRM.

Written by Isobel Honour
Updated over a week ago

Company Layout

This article outlines the general layout of a Company within the CRM.

Written by Isobel Honour
Updated over a week ago

Setting an Account Manager on a Company

This article will outline how to set an Account Manager against a Company.

Written by Isobel Honour
Updated over a week ago

Setting a Relationship

This article will outline how to set a relationship between two records in the CRM.

Written by Isobel Honour
Updated over a week ago

Creating a New Record

This document outlines the process for creating a new record within the CRM.

Written by Isobel Honour
Updated over a week ago

Changing or Adding a Secondary Address to a Contact

This article will outline how to add a new address to an existing Contact.

Written by Isobel Honour
Updated over a week ago

Searching for Records

This article outlines how to use the Global Search within the CRM.

Written by Isobel Honour
Updated over a week ago

Adding Additional Communication Details to a Contact

This article outlines how to enter additional information, such as phone, email and social media links, to an existing Contact.

Written by Isobel Honour
Updated over a week ago

Setting a Contact's Preference Flag

This article will outline how to set the Preference Flags on a Contact.

Written by Jessica Nash
Updated over a week ago

Marking a Contact as 'Left Company'

This article will outline how to mark a Contact as having left the organisation.

Written by Isobel Honour
Updated over a week ago

Deleting a Contact

This article will outline how to delete a Contact from the CRM.

Written by Isobel Honour
Updated over a week ago

Changing a Parent Record

This article outlines how to change the parent of a record within the CRM. This can be done from any level of the CRM hierarchy.

Written by Isobel Honour
Updated over a week ago