Get to know Prospect CRM’s Library feature and connect your trade portal to create a unified experience with online orders.
By Isobel1 author4 articles
Moving & Deleting CRM Library Files in BulkUsing the Bulk Action tool, you can move CRM Library Files from one folder to another or delete files in bulk.
CRM Library (Preview)Understanding how the CRM Library in Prospect could help your business.
Attaching CRM Library Files to Web Products & Web GroupsFiles saved in the CRM Library can be attached and displayed for Web Products/Web Product Groups on your integrated Prospect eCommerce site.
Attaching CRM Library Files to EmailsHow to quickly attach CRM Library files to emails sent via the CRM.