General Help & FAQs
Need help with your system? Browse the most frequently asked questions and find a quick solution.
By Jessica and 4 others5 authors78 articles
- View Companies on Google MapsThis guide explains how to view Companies and their addresses from the CRM on Google Maps.
- Moving a Single Company under a Company GroupThis article outlines how to move a single Company under a Company Group by moving the parent record.
- Enable Notification of Failed OrdersLearn how you can get notified by the CRM when an order fails to confirm.
- Default Phone Link Activity TypeLearn how to automatically pop up an activity window when calling a customer to quickly add call notes.
- Bulk update via ExcelSteps to bulk update your Contact and Company records in Prospect CRM using Excel.
- Bulk convert B2B to B2C by Price TierLearn how to bulk convert B2B records to B2C based on their price tier.
- Notes Import ChecklistOverview checklist for importing data into the CRM.
- Converting Two Single Companies into a Company GroupHow to convert two Single Companies into a Company Group, so they're grouped together under one parent Company.
- Data Import ChecklistOverview checklist for importing data into the CRM.
- Making Fields MandatoryHow to make important CRM fields mandatory to ensure reliable CRM data for your business processes.
- Outbound Phone IntegrationHow to integrate your phone system to post phone numbers from the CRM to quickly call your customers.
- Companies, Single Company & Company Groups ExplainedLearn about the key difference between a Company and a Company Group in this article!
- Mandatory fields for data importsExplaining mandatory fields when completing data imports into the CRM.
- Email Open & Click TrackingTrack CRM email opens, deliverability and clicks.
- Convert a single company to a company groupSteps to convert a single company record into a company group in Prospect CRM.
- Converting Business Contacts & B2C ContactsHelpful admin tool to convert Business Contacts to B2C Contacts, and vice versa.
- Set tags on companies and contactsSteps to create and assign tags to your company and contact records in Prospect CRM.
- Move Emails Sent from the CRM to your Sent Folder (Outlook & Gmail)This article will explain how to create a rule to move emails sent from the CRM to your Sent Folder for Outlook & Gmail.
- Configuring a Default Email TemplateThis article outlines how to configure a Default Email Template within the CRM.
- Using the UK Nearby Company SearchThis article outlines how to use the Nearby Company Search within the CRM.
- Using the Next & Previous ButtonsThis article outlines how to use the Next & Previous buttons in the CRM.
- Flagging Interaction Types as Active EngagementThis article will explain in steps how to mark interaction types as active engagements.
- Sharing CRM RecordsThis article outlines how to share a CRM record with other CRM users.
- Creating AppointmentsThis article outlines how to create appointments from the CRM.
- Exporting Configure Lists to ExcelThis article outlines how to export configure lists to excel within the CRM.
- Default Rows Per PageThis article outlines how to change the default number of rows displayed per page.
- Creating ContractsThis article outlines how to create Contracts within the CRM.
- Change Date Display FormatThis article outlines how to change the date display format within the CRM.
- Plotting Customers on Google MapsLearn how to export companies and their addresses to Excel to upload them to Google Maps.
- Creating a Sales LedgerThis article outlines how to create a sales ledger from the CRM.
- Company and contact records overviewThis article introduces the basic record management topic & which levels of the CRM hierarchy it will focus on.
- Creating a New Company Under an Existing Company GroupThis article outlines how to create a new Company under an existing Company Group within the CRM.
- Creating a New Contact Under an Existing CompanyThis article outlines how to create a New Contact under an existing Company within the CRM.
- Creating a B2C ContactThis article outlines how to create a B2C Contact within the CRM.
- Creating a New Business ContactThis article outlines how to create a new Business Contact within the CRM.
- CRM LayoutThis document outlines the general layout of the CRM.
- HierarchyThis document outlines the hierarchical structure of the CRM.
- Contact LayoutThis article outlines the general layout of a Contact within the CRM.
- Company LayoutThis article outlines the general layout of a Company in the CRM.
- Set an Account Manager for a CompanyThis article will outline how to set an Account Manager against a Company.
- Setting a RelationshipThis article will outline how to set a relationship between two records in the CRM.
- Creating a New RecordThis document outlines the process for creating a new record within the CRM.
- Changing or Adding a Secondary Address to a ContactThis article will outline how to add a new address to an existing Contact.
- Searching for RecordsThis article outlines how to use the Global Search within the CRM.
- Adding Additional Communication Details to a ContactThis article outlines how to enter additional information, such as phone, email and social media links, to an existing Contact.
- Setting a Contact's Preference FlagThis article will outline how to set the Preference Flags on a Contact.
- Marking a Contact as 'Left Company'This article will outline how to mark a Contact as having left the organisation.
- Delete a recordHow to delete a record from the CRM.
- Move a recordHow to move a record to be under a different record within the CRM.
- Firewall ConfigurationEnsuring the CRM is enabled via your firewall.
- Searching TipsHere's some handy tips to help you find what you're looking for when using search in the CRM.
- Chrome & Firefox TipsThis article will outline our top tips for creating the best user experience with Chrome and Firefox.
- Resolving Browser Related Issues (Clearing Browser Caches)How to fix issues in your browser that could be impacting the performance of your CRM.
- Prospect Points ExplainedThis article outlines how our Prospect Points can be used towards your CRM.
- B2C Automatic FlagLearn how the CRM automatically flags your customers as B2C.
- Exporting Quote Lines to ExcelThis article explains the process of saving Quote Lines from the CRM to Excel.
- How to Merge CRM RecordsThis article outlines how you can merge two Problem Records in the CRM.
- Delete quote linesHow to delete Quote Lines from a quote.
- Managing User DetailsThis article outlines how you can manage User Details like their Name and Email Address.
- Importing Product ItemsThis article outlines how to import new Products to the CRM, without an Accounting System integration.
- Investigating CRM PerformanceHow to start troubleshooting any possible CRM slowness.
- Duplicate a CRM recordHow you can duplicate a CRM Record and the options presented when doing so.
- Release ProgrammeLearn how we roll out new features to customers, and what the various stages of the release programme mean.
- CRM System Settings
- Creating an Event (Preview)This article outlines how to book a one-time Event into your Calendar as well as how to create Templates and view Events within the CRM.
- Build effective tag-based reportsHow to get the most from company and contact tags when filtering and analysing your data in Prospect CRM.
- Linking a Problem Record to an Equipment ItemFind out how you can link a relevant Equipment Item to a specific Problem.
- How to Enable Contracts & Equipment SettingsA quick guide on how to enable Contracts & Equipment within the Settings Centre.
- Duplicating Equipment ItemsDuplicating similar equipment items to help add new equipment records quickly.
- Configuring Contract TypesLearn how to set Contract Types within the CRM so you can categorise what type of Contract a customer has with you.
- Creating Equipment ItemsRecord details & keep track of products customers have in their possession (lease/contract).
- Add notes and manage activity visibilityHow to add a note to a record: an Opportunity, Problem, Contact or Company, in the CRM
- Make Tasks either Required or Optional for Opportunity & Problem Statuses (Preview)How to edit whether a task is required or optional for opportunity and problem statuses.
- Setting a Task (Preview)This article outlines how to set a Task within the CRM.
- Completing a Task & Adding an Outcome (Preview)This article outlines how to mark a Task as complete and add an Outcome to the Task if required.
- Viewing your Tasks List (Preview)This article outlines where you can view your Tasks list and takes you through the sections of the Tasks list.
- Edit, cancel or reopen a task (Preview)How to make changes to a Task, cancel a Task, and reopen a Task.