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General Help & FAQs
General Help & FAQs
70 articles
Default Phone Link Activity Type
Enable Notification of Failed Orders
Bulk Update via Excel (Preview)
Moving a Single Company under a Company Group
View Companies on Google Maps
Notes Import Checklist
Converting Two Single Companies into a Company Group
Data Import Checklist
Outbound Phone Integration
Microsoft Office Integrations
Making Fields Mandatory
Companies, Single Company & Company Groups Explained
Display Unleashed Customer Type within Prospect CRM
Email Open & Click Tracking
Mandatory Fields for Data Imports
Converting a Single Company to a Company Group
Converting Business Contacts & B2C Contacts
Setting Tags (Preview)
Move Emails Sent from Prospect CRM to your Sent Folder (Outlook & Gmail)
Configuring a Default Email Template
Using the Nearby Company Search
Using the Next & Previous Buttons
Flagging Interaction Types as Active Engagement
Sharing CRM Records
Creating Appointments
Setting Urgent Notes
Exporting Configure Lists to Excel
Accessing Customer Accounts within Cloud Accounting & Inventory Management Systems
Default Rows Per Page
Creating Contracts
Setting Task Limits
Change Date Display Format
Plotting Customers on Google Maps
Creating a Sales Ledger
Basic Record Management: Introduction
Creating a New Company Under an Existing Company Group
Creating a New Contact Under an Existing Company
Creating a B2C Contact
Creating a New Business Contact
CRM Layout
Contact Layout
Company Layout
Company Layout
Setting an Account Manager on a Company
Setting a Relationship
Creating a New Record
Changing or Adding a Secondary Address to a Contact
Searching for Records
Adding Additional Communication Details to a Contact
Setting a Contact's Preference Flag
Marking a Contact as 'Left Company'
Deleting a Contact
Changing a Parent Record
Firewall Configuration
Searching Tips
Chrome & Firefox Tips
Resolving Browser Related Issues (Clearing Browser Caches)
Ideas Portal
Prospect Points Explained