ProspectSoft

Find out how you can link a relevant Equipment Item to a specific Problem.

Linking a Problem Record to an Equipment Item

A quick guide on how to enable Contracts & Equipment within the Settings Centre.

Duplicating similar equipment items to help add new equipment records quickly.

Choose which products have equipment items automatically created when sold via the CRM (only available for Unleashed customers).

Learn how to set Contract Types within the CRM so you can categorise what type of Contract a customer has with you.

Record details & keep track of products customers have in their possession (lease/contract).

Find answers and get help from Intercom Support and Community Experts