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Basic Record Management
Basic Record Management
52 articles in this collection
Written by
Isobel Honour,
Jessica Nash,
and
Matilda Gardener
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