Prospect CRM

An overview of the data fields imported from Exchequer into the CRM as part of the Exchequer integration.

Full integration capabilities of Exchequer

To support the options for Automation and Integration to Exchequer, an on-premise installation is required.

Exchequer Installation Requirements

If you'd like to request for your Free Trial to be integrated to your Exchequer Accounting System, follow these simple steps!

Setting up Integration to Exchequer

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Help and guidance for managing your Exchequer integration

Exchequer

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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