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 Maddie Finlay
Updated over a week ago

Exclude B2C contacts from RFM Analysis & Sales Order Analysis Data

Learn how to exclude your B2C Contacts from your overall sales data.

Written by Maddie Finlay
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 Maddie Finlay
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

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 Charlotte Austin
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

Mandatory Fields for Data Imports

Explaining mandatory fields when completing data imports into Prospect CRM.

Written by Maddie Finlay
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 Charlotte Austin
Updated over a week ago

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/Recall Limits

This article outlines how to set Task/Recall 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

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 an B2C 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