# CRM Help Centre > Advice and support from the CRM team ## Getting started - [Add Users and set permissions](https://docs.prospect365.com/en/articles/1563667-add-users-and-set-permissions.md): How to add new CRM Users and manage User permissions. - [Segmenting your Customers & Prospects](https://docs.prospect365.com/en/articles/5316545-segmenting-your-customers-prospects.md): Maximise your average order values by segmenting your customers & prospects to help improve your marketing data. - [Configure your Company Types](https://docs.prospect365.com/en/articles/2884996-configure-your-company-types.md): Company Types are used to categorise your records, such as; Prospect, Customer, Competitor, Supplier, Partner etc. - [Configure your Industries](https://docs.prospect365.com/en/articles/2885160-configure-your-industries.md): The Industry drop-down in the CRM helps classify businesses according to the type of industry/field they're in. - [Configure your Contact Roles](https://docs.prospect365.com/en/articles/1672843-configure-your-contact-roles.md): Contact Roles allow you to categorise people based on how you'd reference them e.g. Main Decision Maker, Main Buyer, Junior Buyer etc. - [Identify your Sales Model](https://docs.prospect365.com/en/articles/2976022-identify-your-sales-model.md): Understanding how the CRM can help support your sales model to grow your Wholesale, Distributor or Manufacturing business. - [Set up and use Opportunity Pipelines](https://docs.prospect365.com/en/articles/2282110-set-up-and-use-opportunity-pipelines.md): A guide on how to set up your Opportunity Pipelines, and advice on how your customer-facing teams can use them to manage each sale, step by step! - [Set up your Opportunity Types](https://docs.prospect365.com/en/articles/2349385-set-up-your-opportunity-types.md): Opportunity Types help categorise your Opportunities by what type of sale it is. - [Set up your Quote Pipelines](https://docs.prospect365.com/en/articles/4099963-set-up-your-quote-pipelines.md): Helping you to set up your Quote Pipelines to ensure quotation processes are followed company-wide. - [Configuring Tax Rates for Cin7 Omni](https://docs.prospect365.com/en/articles/5089451-configuring-tax-rates-for-cin7-omni.md): Set up Tax Rates to ensure correct Tax is applied to your customer's orders. - [Establish your Document Types](https://docs.prospect365.com/en/articles/4100849-establish-your-document-types.md): Ensure all customer-facing comms are on-brand. - [Edit Word and PDF Quote Templates](https://docs.prospect365.com/en/articles/5263149-edit-word-and-pdf-quote-templates.md): Update the ready-made Quote Template, and start sending quotations to your customers. - [Configure a Word Document Template](https://docs.prospect365.com/en/articles/2847896-configure-a-word-document-template.md): Discover how to upload Word Documents to use as Document Templates within the CRM. - [Configure Email Templates](https://docs.prospect365.com/en/articles/2289985-configure-email-templates.md): Create emails to be used as Document Templates within the CRM to make email sending lightning fast. - [Set up your Email Signature](https://docs.prospect365.com/en/articles/1768202-set-up-your-email-signature.md): Outlining how to set email signatures for emails being sent from the CRM. - [Sending Emails from your Own Domain](https://docs.prospect365.com/en/articles/2854372-sending-emails-from-your-own-domain.md): Detailed steps on how to send emails from your own domain rather, than the default CRM email address. - [Standard Reports](https://docs.prospect365.com/en/articles/4103418-standard-reports.md): Where to find useful CRM Reports to make the most of your data. - [Build your own report](https://docs.prospect365.com/en/articles/1586093-build-your-own-report.md): The Report Builder allows you to create custom Reports within your CRM, which then can be saved and shared with other CRM users. - [Filtering your Data](https://docs.prospect365.com/en/articles/4103422-filtering-your-data.md): How to filter your data when building and analysing Reports in the CRM. - [Summarise and group your reports](https://docs.prospect365.com/en/articles/2349042-summarise-and-group-your-reports.md): Add a Summary and Group to a CRM Report to help analyse your data in more depth for further insights.  - [Don't make after sales an afterthought](https://docs.prospect365.com/en/articles/4103543-don-t-make-after-sales-an-afterthought.md): Understanding how using Problems in your CRM can ensure you don't make after sales an after thought. - [Set up your Problem Pipelines & Statuses](https://docs.prospect365.com/en/articles/2531543-set-up-your-problem-pipelines-statuses.md): Here's how to set up your Problem Pipelines so your customer-facing teams can quickly and efficiently record client issues. - [Configure your Problem Types](https://docs.prospect365.com/en/articles/2531567-configure-your-problem-types.md): Let us show you how to categorise your customer queries into Problem Types in the CRM. - [Introduction to the Growth Formula, the Growth Model & the Growth Playbook](https://docs.prospect365.com/en/articles/6796435-introduction-to-the-growth-formula-the-growth-model-the-growth-playbook.md): Learn how to maximise business growth in your product business at every stage of the Growth Formula by implementing the Growth Playbook. - [On-premise Installation Requirements](https://docs.prospect365.com/en/articles/4194894-on-premise-installation-requirements.md): To support the options for automation & integration to on-premise Accounting and ERP systems, an on-premise installation is required. - [Access the CRM](https://docs.prospect365.com/en/articles/2172549-access-the-crm.md): This article will outline how to access the CRM. - [Forgotten Password or Changing your Password](https://docs.prospect365.com/en/articles/2172936-forgotten-password-or-changing-your-password.md): This article outlines how to quickly change your CRM password, and to recover from a forgotten password. - [CRM in Unleashed](https://docs.prospect365.com/en/articles/15190397-crm-in-unleashed.md): An introduction to Unleashed's CRM module tiers; Sales Growth, Marketing Accelerator, and Full CRM. Diving into what features each includes and how to choose the right one ## Help & support - [Support made simple in Prospect CRM](https://docs.prospect365.com/en/articles/13702478-support-made-simple-in-prospect-crm.md): Find technical help and support with Prospect CRM. - [Check whether Prospect CRM is down](https://docs.prospect365.com/en/articles/15602519-check-whether-prospect-crm-is-down.md): Easily review site outages. - [Customer Success Plans explained](https://docs.prospect365.com/en/articles/15602586-customer-success-plans-explained.md): Understand the level of support available to you for your products. - [Add colleagues to support interactions](https://docs.prospect365.com/en/articles/15602639-add-colleagues-to-support-interactions.md): You can add other people from your organisation to your support interaction. - [Submit a product development idea](https://docs.prospect365.com/en/articles/1689042-submit-a-product-development-idea.md):  Have an idea to make things better? We’d love to hear it. - [CRM Service Catalogue](https://docs.prospect365.com/en/articles/9858988-crm-service-catalogue.md): This article outlines the additional value-added services that our consulting teams can provide. - [Get compliance and security documentation for The Access Group](https://docs.prospect365.com/en/articles/16095873-get-compliance-and-security-documentation-for-the-access-group.md): How to get compliance certificates, security documentation, and completed questionnaires, e.g. ISO 13485, GMP validation, security/cyber risk assessments, supplier assurance forms for Unleashed and... ## Access Evo - [Access Evo Introduction](https://docs.prospect365.com/en/articles/13349125-access-evo-introduction.md): A guide explaining Access Evo platform features, benefits, and security model. - [Adding Users & Setting CRM Access with Access Evo](https://docs.prospect365.com/en/articles/10064274-adding-users-setting-crm-access-with-access-evo.md): How to add new CRM users via Access Evo and give them access to your CRM. - [Access Evo: User management](https://docs.prospect365.com/en/articles/13349159-access-evo-user-management.md): Update user roles and manage user logins and 2FA with Access Evo. - [Manage your CRM subscription](https://docs.prospect365.com/en/articles/8263834-manage-your-crm-subscription.md): Go to your account's Billing Details to update your subscription's payment details or upgrade your subscription. - [Enabling Two-Factor Authentication \(2FA\) for Access Evo](https://docs.prospect365.com/en/articles/10083012-enabling-two-factor-authentication-2fa-for-access-evo.md): This article provides a step-by-step guide on how to set up two-factor authentication \(2FA\) using Access Evo. - [Forgotten Password or Changing your Password with Access Evo](https://docs.prospect365.com/en/articles/10064071-forgotten-password-or-changing-your-password-with-access-evo.md): This article outlines how to quickly change or recover your CRM password if you use Access Evo. - [What are the changes with Access Evo authentication for CRM login, and how to transition?](https://docs.prospect365.com/en/articles/13043041-what-are-the-changes-with-access-evo-authentication-for-crm-login-and-how-to-transition.md) - [Revoke a user’s access to Prospect CRM using Access Evo](https://docs.prospect365.com/en/articles/15619414-revoke-a-user-s-access-to-prospect-crm-using-access-evo.md): Remove a user from Prospect CRM with Access Evo. ## The Magic Matrix - [Using the Magic Matrix to Increase Customer Lifetime Value \(CLTV\)](https://docs.prospect365.com/en/articles/5856733-using-the-magic-matrix-to-increase-customer-lifetime-value-cltv.md): Make customers aware of products they're not buying to drive upsell and cross-sell using the CRM's Magic Matrix & Campaign Activities! - [Magic Matrix Dashboard](https://docs.prospect365.com/en/articles/6141463-magic-matrix-dashboard.md): Strategically generate more sales using the Magic Matrix! - [Configuring the Magic Matrix](https://docs.prospect365.com/en/articles/6769667-configuring-the-magic-matrix.md): This article runs through some of the most common actions performed during setup of the Magic Matrix. - [Understanding the Magic Matrix](https://docs.prospect365.com/en/articles/5859496-understanding-the-magic-matrix.md): Learn how to use Magic Matrix to identify which products you could be selling more of. ## RFM Analysis - [RFM Analysis & Customer Analysis](https://docs.prospect365.com/en/articles/3738673-rfm-analysis-customer-analysis.md): RFM \(Recency, Frequency and Monetary Value\) Analysis is a segmentation technique that's invaluable for growing your product business. - [RFM Insights](https://docs.prospect365.com/en/articles/4967390-rfm-insights.md): Understand the meaning of each RFM segment, and get actionable insights to proactively follow up with the right message at the right time. - [Exclude B2C contacts from RFM Analysis & Sales Order Analysis Data](https://docs.prospect365.com/en/articles/6025015-exclude-b2c-contacts-from-rfm-analysis-sales-order-analysis-data.md): Learn how to exclude your B2C Contacts from your overall sales data. - [Calculate RFM by delivery address](https://docs.prospect365.com/en/articles/8894687-calculate-rfm-by-delivery-address.md): Steps to calculate your RFM Dashboard by your customers' delivery addresses rather than their customer account. ## Quote-to-Order Workflow - [Taking Card Payments via your Quote-to-Order Workflow](https://docs.prospect365.com/en/articles/5763612-taking-card-payments-via-your-quote-to-order-workflow.md): Increase the efficiency of your Quote-to-Order Workflow by allowing customers to pay online by card! - [Enable Internal Order Notification Emails](https://docs.prospect365.com/en/articles/5435121-enable-internal-order-notification-emails.md): Learn how to enable internal order notification emails, so your team get notified about new orders instantly! - [Quote-to-Order Workflow](https://docs.prospect365.com/en/articles/5341943-quote-to-order-workflow.md): Make it smooth & effortless for customers to easily accept email quotations online and let customers place their orders while you sleep! - [Order Confirmation Popup](https://docs.prospect365.com/en/articles/5435384-order-confirmation-popup.md): Prompt users to confirm important quotation details before sending Quotes/confirming orders with this popup! - [Attaching CRM Library Files to Email Templates](https://docs.prospect365.com/en/articles/4711666-attaching-crm-library-files-to-email-templates.md): Learn how to automatically attach CRM Library files to email templates so you don't have to remember to add them! - [Adding Quote-to-Order Workflow Buttons](https://docs.prospect365.com/en/articles/5432495-adding-quote-to-order-workflow-buttons.md): Learn how to add Quote-to-Order Workflow buttons \(Authorisation Buttons\) to your emails - step-by-step! - [Selecting Price Tier when Quoting](https://docs.prospect365.com/en/articles/5016684-selecting-price-tier-when-quoting.md): Using pricing tiers to provide the right price to the right customers or prospects. - [Enabling Mandatory Customer Order Reference](https://docs.prospect365.com/en/articles/5353075-enabling-mandatory-customer-order-reference.md): If having a customer order reference is important for invoicing/billing purposes, make it mandatory following these steps! - [Opportunity, Quote & Sales Order Defined](https://docs.prospect365.com/en/articles/2051558-opportunity-quote-sales-order-defined.md): Understand when to use an Opportunity, Quote or Sales Order and what their main differences are. - [Different Upsell Manager Links Explained](https://docs.prospect365.com/en/articles/2847505-different-upsell-manager-links-explained.md): Get to know the different Upsell Manager Link options available within the CRM and examples for when to use them. - [Configuring Attachments for Email Templates](https://docs.prospect365.com/en/articles/4505664-configuring-attachments-for-email-templates.md): Set Word/PDF document templates to automatically attach when email templates are used to save time. - [Add Upsell Options](https://docs.prospect365.com/en/articles/2847667-add-upsell-options.md): Increase average order values by configuring Upsell Options on your Products including Upgrade, Must Sell & Recommended items! - [Apply Company Branding \(Customer Portal\)](https://docs.prospect365.com/en/articles/5356860-apply-company-branding-customer-portal.md): Change the Customer Portal from the default CRM branding to your own! - [Using Upsell Manager Links when Quoting](https://docs.prospect365.com/en/articles/2847789-using-upsell-manager-links-when-quoting.md): Learn how to add products to your Quote using the Upsell Manager Links. - [Allow Editable Descriptions, Prices & Discounts on Quotes](https://docs.prospect365.com/en/articles/1646859-allow-editable-descriptions-prices-discounts-on-quotes.md): We'll show you how to enable editing of certain fields on the line of a Quote. - [Enabling Product Images for Word & Email Quote Tables](https://docs.prospect365.com/en/articles/3530677-enabling-product-images-for-word-email-quote-tables.md): Bring your products to life by adding product images from your Inventory Management/Accounting system to quotes! - [CRM Product Creation](https://docs.prospect365.com/en/articles/2875058-crm-product-creation.md): Learn how to create products in your Inventory Management or Accounting System at the point of Order Confirmation. - [Pinning your most-used Document Templates](https://docs.prospect365.com/en/articles/3302627-pinning-your-most-used-document-templates.md): Quickly generate frequently used Word documents or emails by pinning them to the drop-down menu. - [Importing Products to a Quote from a CSV/Excel File](https://docs.prospect365.com/en/articles/2829152-importing-products-to-a-quote-from-a-csv-excel-file.md): Reduce rekeying and speed up the quote creation process by importing products to a Quote from a CSV or Excel file! - [Configuring your Equipment Types](https://docs.prospect365.com/en/articles/2888537-configuring-your-equipment-types.md): Log details of products that your customers have on lease or under a service contract following these steps. - [Different Ways of Adding Products to a Quote](https://docs.prospect365.com/en/articles/2840415-different-ways-of-adding-products-to-a-quote.md): Various ways to add products to your Quote quickly, easily & efficiently. - [Template Quotes](https://docs.prospect365.com/en/articles/1767958-template-quotes.md): Make quote creation simple by using Template Quotes to create new quotations within the CRM! - [Configuring your Product Packs](https://docs.prospect365.com/en/articles/2840481-configuring-your-product-packs.md): Sell products in volume and distribute them in packs, boxes or pallets? Learn how to configure Product Packs in your CRM now! - [Using Product Packs when Quoting](https://docs.prospect365.com/en/articles/2840666-using-product-packs-when-quoting.md): Once you've configured your Product Packs, start using them when quoting your customers & prospects! - [Set up Manual or Automatic Delivery Charges](https://docs.prospect365.com/en/articles/3049450-set-up-manual-or-automatic-delivery-charges.md): Learn how to configure manual or automatic delivery charges within the CRM. - [Delivery Charge Popup Window](https://docs.prospect365.com/en/articles/3049479-delivery-charge-popup-window.md): Determine when the Delivery Charge pop-up window appears to your CRM users. - [Configuring your Order Confirmation Email](https://docs.prospect365.com/en/articles/2860892-configuring-your-order-confirmation-email.md): Find out how to configure an Order Confirmation Email to be sent automatically when a Sales Order or Quote is confirmed. - [Order is in Processing Status](https://docs.prospect365.com/en/articles/10489708-order-is-in-processing-status.md): This article give you information on what the processing status means and what can be done to progress an order if it takes too long. ## General Settings & Configuration - [Compact or Preserve Delivery Address Formatting](https://docs.prospect365.com/en/articles/6258827-compact-or-preserve-delivery-address-formatting.md): Determine how the delivery address appears on quotes and orders. - [Bulk Updating Tags](https://docs.prospect365.com/en/articles/6479019-bulk-updating-tags.md): Learn how you can update Tags on lots of records at once using our Bulk Update tool. - [Product Item Upsell Import \(Preview\)](https://docs.prospect365.com/en/articles/6800850-product-item-upsell-import-preview.md): This article outlines how to use the Product Item Upsell Importer tool. - [Enquiry Importer](https://docs.prospect365.com/en/articles/6844870-enquiry-importer.md): Use our Bulk Enquiry Importer to import all your Enquiries. - [How to Restrict Goals to Individual Users](https://docs.prospect365.com/en/articles/6984141-how-to-restrict-goals-to-individual-users.md): This article outlines how to place restrictions on Users so they can only see their Goals in the CRM. - [How to Enable Sales Distributor History Imports](https://docs.prospect365.com/en/articles/7022041-how-to-enable-sales-distributor-history-imports.md): If you sell your products via distributors and want to record the sales they make, enable this feature! - [Missing Customer Import](https://docs.prospect365.com/en/articles/7022284-missing-customer-import.md): How to change how customers are imported from your Inventory Management/Accounting system. - [How to Enable Postcode Lookup for Other Countries](https://docs.prospect365.com/en/articles/7023150-how-to-enable-postcode-lookup-for-other-countries.md): This article outlines how to turn on postcode lookup for other countries to auto-fill address fields. - [Enable Email Notifications](https://docs.prospect365.com/en/articles/7206690-enable-email-notifications.md): How to enable daily/weekly/monthly emails in your personal settings to get notified about key CRM activity. - [How to Set Default Model Account for Account Creation](https://docs.prospect365.com/en/articles/7897024-how-to-set-default-model-account-for-account-creation.md): Some ERP systems require a model account for account creation - here's how to set up a model account. - [Excel Pricing Imports](https://docs.prospect365.com/en/articles/7919008-excel-pricing-imports.md): This article will outline how to perform an import of your special pricing. - [Bulk Converting B2C & B2B Contacts](https://docs.prospect365.com/en/articles/6522516-bulk-converting-b2c-b2b-contacts.md): Learn how to bulk convert B2C to B2B Contacts and vice versa! - [Adding Search Term Field](https://docs.prospect365.com/en/articles/6531299-adding-search-term-field.md): Learn how to add the Search Terms field to help find records quickly. - [Notes Importer](https://docs.prospect365.com/en/articles/6704814-notes-importer.md): Use our Notes Importer to bulk import notes to the CRM Activity. - [Sync Account Managers from your Inventory Management System](https://docs.prospect365.com/en/articles/6704942-sync-account-managers-from-your-inventory-management-system.md): This article will outline how to synchronise Account Managers from your ERP, directly onto your CRM. - [Bulk Updating Products via Excel \(Preview\)](https://docs.prospect365.com/en/articles/6791613-bulk-updating-products-via-excel-preview.md): Maintain accurate product information in your CRM. - [Detect Duplicate Companies from Cloud ERP System](https://docs.prospect365.com/en/articles/7896901-detect-duplicate-companies-from-cloud-erp-system.md): Use CRM System Option to detect duplicate companies from your Cloud ERP System. - [Set Column Widths for Quote Table](https://docs.prospect365.com/en/articles/7946461-set-column-widths-for-quote-table.md): This article outlines how to specify the widths of Quote table columns on a column-by-column basis. - [Setting Territory Restrictions](https://docs.prospect365.com/en/articles/5723586-setting-territory-restrictions.md): Learn how to set territory restrictions so that sales managers or sales teams can see their customers within the CRM. - [How to Access the API Usage Graph](https://docs.prospect365.com/en/articles/6522687-how-to-access-the-api-usage-graph.md): This article will help you navigate to the CRM's built-in API Usage Graph. - [Changing the Initial Quote ID](https://docs.prospect365.com/en/articles/6701344-changing-the-initial-quote-id.md): Change the initial Quote ID to bring this unique reference in line with your internal referencing methods. - [Manage imports through Automation Manager](https://docs.prospect365.com/en/articles/6952004-manage-imports-through-automation-manager.md): Steps to check your Automation Manager import status and restart them if they stop running. - [Controlling Editing of Activity Feed Notes](https://docs.prospect365.com/en/articles/5775200-controlling-editing-of-activity-feed-notes.md): Specify who can/cannot edit notes in the Activity Feed. - [Editing Email Quote Tables](https://docs.prospect365.com/en/articles/5690338-editing-email-quote-tables.md): Learn how to edit an Email Quote Table in the CRM to then send to your customers. - [Edit and set up Custom Quote Table Styles in Word](https://docs.prospect365.com/en/articles/5653250-edit-and-set-up-custom-quote-table-styles-in-word.md): Learn how to configure the Word table for your Quote Document through following this guide. - [Use the CRM on a mobile device](https://docs.prospect365.com/en/articles/6872954-use-the-crm-on-a-mobile-device.md): A guide on how to access the CRM on an Android or iPhone mobile device. - [Setting the Filename on Document Templates](https://docs.prospect365.com/en/articles/5595985-setting-the-filename-on-document-templates.md): Learn how to change the filename on your Document Templates to make them more personalised. - [Restoring Deleted Records](https://docs.prospect365.com/en/articles/6521918-restoring-deleted-records.md): This article outlines how to find deleted records using our Recycle Bin and restore them back to the CRM. - [Identify B2C Customers Based on Unleashed Customer Type](https://docs.prospect365.com/en/articles/5643112-identify-b2c-customers-based-on-unleashed-customer-type.md): Unleashed customers can auto-detect customer accounts that are B2C using Unleashed's Customer Type field. - [How to Bulk Update Account Managers](https://docs.prospect365.com/en/articles/5595944-how-to-bulk-update-account-managers.md): The quickest way to update multiple Account Managers at once is by using our bulk update tool. - [Change No. of Decimal Places in Quote Table](https://docs.prospect365.com/en/articles/5592301-change-no-of-decimal-places-in-quote-table.md): Change the number of decimal places that display within a Quote table for information like Unit Price. - [Importing Images from your Inventory Management System](https://docs.prospect365.com/en/articles/5595739-importing-images-from-your-inventory-management-system.md): Learn how to import images to the CRM from your Inventory Management System & use them on Quotes! - [Data Importer: Import companies and contacts in bulk](https://docs.prospect365.com/en/articles/5183084-data-importer-import-companies-and-contacts-in-bulk.md): Steps to bulk import your company and contact records into Prospect CRM using the Data Importer. - [Setting up Gmail Forwarding for CRM Inbox Address](https://docs.prospect365.com/en/articles/5245094-setting-up-gmail-forwarding-for-crm-inbox-address.md): Forward emails to your CRM Inbox Address to automatically save emails into your CRM. - [Changing Default Time Zone](https://docs.prospect365.com/en/articles/5245453-changing-default-time-zone.md): Changing your default time zone for CRM Services such as Task notification emails & document merge fields. - [Sending Emails to CRM Inbox Address](https://docs.prospect365.com/en/articles/5242566-sending-emails-to-crm-inbox-address.md): Send emails to your CRM Inbox Address to automatically save emails into the CRM. - [US Date Format for Document Search & Replace Fields](https://docs.prospect365.com/en/articles/5245324-us-date-format-for-document-search-replace-fields.md): Changing Search & Replace date fields to US date format e.g. 11/21/2021. - [Bulk Update the CRM Special Pricing via Excel](https://docs.prospect365.com/en/articles/6258758-bulk-update-the-crm-special-pricing-via-excel.md): Bulk update your CRM Special Pricing efficiently via Excel. - [Selecting Warehouses for Available Stock Level](https://docs.prospect365.com/en/articles/5245241-selecting-warehouses-for-available-stock-level.md): Select which Warehouses are included within the CRM's Available Stock Level. - [Single Sign on \(SSO\) with Azure AD \(AAD\)](https://docs.prospect365.com/en/articles/1563443-single-sign-on-sso-with-azure-ad-aad.md): This article provides a step-by-step guide on how to set up your SSO. - [Setting Manual Currencies](https://docs.prospect365.com/en/articles/6065054-setting-manual-currencies.md): If you don't want to import the currency from your Inventory Management/Accounting System, you can set it manually following these steps. - [4 Scenarios for using Account Manager Restrictions](https://docs.prospect365.com/en/articles/5242484-4-scenarios-for-using-account-manager-restrictions.md): When you should be enabling CRM Account Manager Restrictions for your users. - [Setting Account Managers](https://docs.prospect365.com/en/articles/5089605-setting-account-managers.md): Learn how to set a CRM user as an Account Manager & then how to assign a Company to an Account Manager. - [Adding Users to Restricted Dictionary](https://docs.prospect365.com/en/articles/5017223-adding-users-to-restricted-dictionary.md): The Restricted Dictionary allows you to remove Margin & Cost Price fields from certain user's view. - [Adding Custom Drop-down Fields](https://docs.prospect365.com/en/articles/4325823-adding-custom-drop-down-fields.md): How to add custom drop-down fields helping to categorise your CRM records. - [Configuring Custom Contact Preference Flags](https://docs.prospect365.com/en/articles/4142358-configuring-custom-contact-preference-flags.md): Setting Contact Preference Flags for marketing purposes. - [Installing Save To CRM Add-in \(Outlook on the web\)](https://docs.prospect365.com/en/articles/3977397-installing-save-to-crm-add-in-outlook-on-the-web.md): This article will walk you through how to install the Save to CRM add-in in Outlook on the web. - [Searchable Custom Fields](https://docs.prospect365.com/en/articles/3708477-searchable-custom-fields.md): Add searchable custom fields to help you find records quickly within the Global Search. - [Configuring Cost Centres \(Preview\)](https://docs.prospect365.com/en/articles/4325967-configuring-cost-centres-preview.md): Configuring cost centres to help control who can order what & help improve quotation reporting. - [Configure and set Urgent Notes](https://docs.prospect365.com/en/articles/3382338-configure-and-set-urgent-notes.md): This article outlines how to configure and set urgent notes within the CRM. - [Configure Advanced Problem Analysis Matrix](https://docs.prospect365.com/en/articles/3302645-configure-advanced-problem-analysis-matrix.md): This article outlines how to configure the Advanced Problem Analysis Matrix in the CRM. - [Configure Account Manager Restrictions](https://docs.prospect365.com/en/articles/3112266-configure-account-manager-restrictions.md): This article outlines how to restrict users to only be able to access the records of customers that they manage. - [Configuring Fallback Delivery Option](https://docs.prospect365.com/en/articles/3049488-configuring-fallback-delivery-option.md): This article outlines how to configure a Fallback Delivery option default within the CRM. - [Setting Collection/No Delivery as a Delivery Option](https://docs.prospect365.com/en/articles/3049462-setting-collection-no-delivery-as-a-delivery-option.md): This article outlines how to set collection/No Delivery as a delivery method in the CRM. - [Configuring Standard Document Text](https://docs.prospect365.com/en/articles/3043397-configuring-standard-document-text.md): This article outlines how to configure a Standard Company Document Text Search & Replace Field. - [Configuring Subtotals Table for Quote Grouping](https://docs.prospect365.com/en/articles/3043302-configuring-subtotals-table-for-quote-grouping.md): This article outlines how to configure the Subtotals Table for Quote Grouping. - [Configuring Custom Fields](https://docs.prospect365.com/en/articles/2990918-configuring-custom-fields.md): Want to add bespoke fields to your CRM to help better segment your customers? Use our Customiser to add Custom Fields. - [Exporting Product Information](https://docs.prospect365.com/en/articles/2901446-exporting-product-information.md): This article outlines how to export product information from the CRM. - [Configuring your Equipment Statuses](https://docs.prospect365.com/en/articles/2888523-configuring-your-equipment-statuses.md): This article outlines how to configure your Equipment Statuses within the CRM. - [Configuring your Equipment Manufacturers](https://docs.prospect365.com/en/articles/2888511-configuring-your-equipment-manufacturers.md): This article outlines how to configure your Equipment Manufacturers within the CRM. - [Configuring your Contract Statuses](https://docs.prospect365.com/en/articles/2888487-configuring-your-contract-statuses.md): This article outlines how to configure your Contract Statuses within the CRM. - [Configuring your Document Template Groups](https://docs.prospect365.com/en/articles/2885179-configuring-your-document-template-groups.md): This article outlines how to configure your Document Template Groups within the CRM. - [Configuring Company Turnover](https://docs.prospect365.com/en/articles/2885130-configuring-company-turnover.md): This article outlines how to configure Company Turnover Ranges within the CRM. - [Configure your Company Priorities](https://docs.prospect365.com/en/articles/2885085-configure-your-company-priorities.md): Configure you Company Priorities within the CRM to help identify your high, medium & low priority Customers or Prospects. - [Configuring your Company Incorporation Types](https://docs.prospect365.com/en/articles/2885060-configuring-your-company-incorporation-types.md): This article outlines how to configure your Company Incorporation Types, set at Company level within the CRM. - [Configuring your Countries List](https://docs.prospect365.com/en/articles/2885046-configuring-your-countries-list.md): This article outlines how to configure your Countries List within the CRM. - [Configuring Additional Phone Number Types](https://docs.prospect365.com/en/articles/2864839-configuring-additional-phone-number-types.md): This article outlines how to configure Additional Phone Number Types within the CRM. - [Configuring where Account Managers are set at \(Company or Company Group Level\)](https://docs.prospect365.com/en/articles/2864815-configuring-where-account-managers-are-set-at-company-or-company-group-level.md): This article outlines how to configure where Account Managers are set at, either Company or Company Group Level. - [Configuring Default Quote Expiry Date](https://docs.prospect365.com/en/articles/2864792-configuring-default-quote-expiry-date.md): This article outlines how to configure your Default Quote Expiry Date within the CRM. - [Configuring Default Order Due Date](https://docs.prospect365.com/en/articles/2864752-configuring-default-order-due-date.md): This article outlines how to configure a Default Order Due Date within the CRM. - [Customising your Global Record Creations Menu](https://docs.prospect365.com/en/articles/2864690-customising-your-global-record-creations-menu.md): This article outlines how to customise your Global Record Creations Menu within the CRM. - [Configuring your Customisation Dictionaries](https://docs.prospect365.com/en/articles/2864603-configuring-your-customisation-dictionaries.md): This article outlines how to configure your User Dictionaries within the CRM. - [Configuring Relationship Types](https://docs.prospect365.com/en/articles/2861160-configuring-relationship-types.md): This article outlines how to configure your Relationship Types within the CRM. - [Customising CRM Records Based on User Dictionary](https://docs.prospect365.com/en/articles/2861029-customising-crm-records-based-on-user-dictionary.md): This article outlines how to customise CRM records based on User Dictionaries within the CRM. - [Configuring your Activity Types](https://docs.prospect365.com/en/articles/2860998-configuring-your-activity-types.md): This article will outline how to configure your Activity Types within the CRM. - [Preventing Users Editing Quote Records in Certain Statuses](https://docs.prospect365.com/en/articles/2860832-preventing-users-editing-quote-records-in-certain-statuses.md): This article outlines how to prevent users from editing Quotes in certain statuses. - [Configuring CRM Built-in Special Pricing](https://docs.prospect365.com/en/articles/2847084-configuring-crm-built-in-special-pricing.md): This article outlines how to configure the CRM Built-in Special Pricing. - [Configuring Product Restrictions](https://docs.prospect365.com/en/articles/2831050-configuring-product-restrictions.md): This article outlines how to configure your Product Restrictions within the CRM. - [Setting up Integration to Access Dimensions](https://docs.prospect365.com/en/articles/2828406-setting-up-integration-to-access-dimensions.md): If you'd like to request for your Free Trial to be integrated to your Access Dimensions Accounting System, follow these simple steps! - [Installing Save To CRM Add-in \(Desktop Outlook\)](https://docs.prospect365.com/en/articles/2434041-installing-save-to-crm-add-in-desktop-outlook.md): This article will walk you through how to install the Save to CRM add-in in Outlook. - [Operating Companies](https://docs.prospect365.com/en/articles/2398583-operating-companies.md): What are Operating Companies and why do we use them? - [Editing/Uploading your Profile Picture](https://docs.prospect365.com/en/articles/2173021-editing-uploading-your-profile-picture.md): This article outlines how to edit or upload your CRM profile picture. - [Customising your CRM Interface](https://docs.prospect365.com/en/articles/1884879-customising-your-crm-interface.md): Need to change the label of a CRM field to help with segmenting your customers? Check out our Customiser to edit your CRM record layouts. - [Build your Word Quote Tables](https://docs.prospect365.com/en/articles/1782669-build-your-word-quote-tables.md): This article outlines how to create Quote tables within a Word standard document in the CRM. - [Configure Drop-down Menus \(Status Codes & Types\)](https://docs.prospect365.com/en/articles/1673447-configure-drop-down-menus-status-codes-types.md): This article outlines how to set Status Codes and Types within the CRM for Opportunities and Problems. - [How to Disable Syncing of Suppliers](https://docs.prospect365.com/en/articles/6987895-how-to-disable-syncing-of-suppliers.md): This article outlines how to stop the CRM from syncing suppliers from your ERP/Accounting/Inventory Management system. - [Changing the Extended Description's Display Mode on Quote Tables](https://docs.prospect365.com/en/articles/8272097-changing-the-extended-description-s-display-mode-on-quote-tables.md): This article outlines how to configure the Extended Description on Quote Tables - [Upgrading Automation Manager](https://docs.prospect365.com/en/articles/9027447-upgrading-automation-manager.md): Learn how to upgrade your version of Automation Manager for on-premise accounts integration imports - [Setting your Financial Year](https://docs.prospect365.com/en/articles/8893777-setting-your-financial-year.md): Set and manage the Financial Year \(FY\) your reports will populate your data for. - [Enabling Advanced Ledgers](https://docs.prospect365.com/en/articles/9146966-enabling-advanced-ledgers.md): This article outlines how to specify multiple ledgers per CRM Company and select a specific target ledger on Quotes and Orders. - [Configuring Task Types \(Preview\)](https://docs.prospect365.com/en/articles/9557378-configuring-task-types-preview.md): This article outlines how to configure your Task Types. - [Stock Levels in your CRM](https://docs.prospect365.com/en/articles/2409020-stock-levels-in-your-crm.md): Understanding stock levels in your CRM including delivery schedules. - [Configuring your Personal Settings](https://docs.prospect365.com/en/articles/9706628-configuring-your-personal-settings.md): This article outlines where to configure your Personal Settings and highlights key settings to review. - [Viewing your CRM Calendar & Events \(Preview\)](https://docs.prospect365.com/en/articles/10232830-viewing-your-crm-calendar-events-preview.md): This article outlines the different viewing options for your CRM Calendar and where you can view Events. - [Enabling New Tasks \(Preview\)](https://docs.prospect365.com/en/articles/10268298-enabling-new-tasks-preview.md): A quick guide on how to enable the new Tasks within the Settings Centre. - [Sales History Importer](https://docs.prospect365.com/en/articles/10576392-sales-history-importer.md): Use our Sales History Importer to bulk import sales transactions that are not within your connected Inventory/Accounting System. - [Setting and Using Goals](https://docs.prospect365.com/en/articles/12521558-setting-and-using-goals.md): Goals allow users and admins to track performance metrics across individuals and operating companies. ## General Help & FAQs - [View Companies on Google Maps](https://docs.prospect365.com/en/articles/6845172-view-companies-on-google-maps.md): This guide explains how to view Companies and their addresses from the CRM on Google Maps. - [Moving a Single Company under a Company Group](https://docs.prospect365.com/en/articles/6522525-moving-a-single-company-under-a-company-group.md): This article outlines how to move a single Company under a Company Group by moving the parent record. - [Enable Notification of Failed Orders](https://docs.prospect365.com/en/articles/6206028-enable-notification-of-failed-orders.md): Learn how you can get notified by the CRM when an order fails to confirm. - [Default Phone Link Activity Type](https://docs.prospect365.com/en/articles/6062634-default-phone-link-activity-type.md): Learn how to automatically pop up an activity window when calling a customer to quickly add call notes. - [Bulk update via Excel](https://docs.prospect365.com/en/articles/5592143-bulk-update-via-excel.md): Steps to bulk update your Contact and Company records in Prospect CRM using Excel. - [Bulk convert B2B to B2C by Price Tier](https://docs.prospect365.com/en/articles/7945553-bulk-convert-b2b-to-b2c-by-price-tier.md): Learn how to bulk convert B2B records to B2C based on their price tier. - [Notes Import Checklist](https://docs.prospect365.com/en/articles/7022101-notes-import-checklist.md): Overview checklist for importing data into the CRM. - [Converting Two Single Companies into a Company Group](https://docs.prospect365.com/en/articles/5103288-converting-two-single-companies-into-a-company-group.md): How to convert two Single Companies into a Company Group, so they're grouped together under one parent Company. - [Data Import Checklist](https://docs.prospect365.com/en/articles/5221232-data-import-checklist.md): Overview checklist for importing data into the CRM. - [Making Fields Mandatory](https://docs.prospect365.com/en/articles/5016557-making-fields-mandatory.md): How to make important CRM fields mandatory to ensure reliable CRM data for your business processes. - [Outbound Phone Integration](https://docs.prospect365.com/en/articles/6009384-outbound-phone-integration.md): How to integrate your phone system to post phone numbers from the CRM to quickly call your customers. - [Companies, Single Company & Company Groups Explained](https://docs.prospect365.com/en/articles/4619210-companies-single-company-company-groups-explained.md): Learn about the key difference between a Company and a Company Group in this article! - [Mandatory fields for data imports](https://docs.prospect365.com/en/articles/5866170-mandatory-fields-for-data-imports.md): Explaining mandatory fields when completing data imports into the CRM. - [Email Open & Click Tracking](https://docs.prospect365.com/en/articles/6521920-email-open-click-tracking.md): Track CRM email opens, deliverability and clicks. - [Convert a single company to a company group](https://docs.prospect365.com/en/articles/4619360-convert-a-single-company-to-a-company-group.md): Steps to convert a single company record into a company group in Prospect CRM. - [Converting Business Contacts & B2C Contacts](https://docs.prospect365.com/en/articles/4505709-converting-business-contacts-b2c-contacts.md): Helpful admin tool to convert Business Contacts to B2C Contacts, and vice versa. - [Set tags on companies and contacts](https://docs.prospect365.com/en/articles/4426378-set-tags-on-companies-and-contacts.md): Steps to create and assign tags to your company and contact records in Prospect CRM. - [Move Emails Sent from the CRM to your Sent Folder \(Outlook & Gmail\)](https://docs.prospect365.com/en/articles/6839923-move-emails-sent-from-the-crm-to-your-sent-folder-outlook-gmail.md): 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 Template](https://docs.prospect365.com/en/articles/3385804-configuring-a-default-email-template.md): This article outlines how to configure a Default Email Template within the CRM. - [Using the UK Nearby Company Search](https://docs.prospect365.com/en/articles/3385765-using-the-uk-nearby-company-search.md): This article outlines how to use the Nearby Company Search within the CRM. - [Using the Next & Previous Buttons](https://docs.prospect365.com/en/articles/3385729-using-the-next-previous-buttons.md): This article outlines how to use the Next & Previous buttons in the CRM. - [Flagging Interaction Types as Active Engagement](https://docs.prospect365.com/en/articles/6025374-flagging-interaction-types-as-active-engagement.md): This article will explain in steps how to mark interaction types as active engagements. - [Sharing CRM Records](https://docs.prospect365.com/en/articles/3382762-sharing-crm-records.md): This article outlines how to share a CRM record with other CRM users. - [Creating Appointments](https://docs.prospect365.com/en/articles/3382548-creating-appointments.md): This article outlines how to create appointments from the CRM. - [Exporting Configure Lists to Excel](https://docs.prospect365.com/en/articles/3302590-exporting-configure-lists-to-excel.md): This article outlines how to export configure lists to excel within the CRM. - [Default Rows Per Page](https://docs.prospect365.com/en/articles/2991135-default-rows-per-page.md): This article outlines how to change the default number of rows displayed per page. - [Creating Contracts](https://docs.prospect365.com/en/articles/2900760-creating-contracts.md): This article outlines how to create Contracts within the CRM. - [Change Date Display Format](https://docs.prospect365.com/en/articles/2875242-change-date-display-format.md): This article outlines how to change the date display format within the CRM. - [Plotting Customers on Google Maps](https://docs.prospect365.com/en/articles/6028766-plotting-customers-on-google-maps.md): Learn how to export companies and their addresses to Excel to upload them to Google Maps. - [Creating a Sales Ledger](https://docs.prospect365.com/en/articles/2874965-creating-a-sales-ledger.md): This article outlines how to create a sales ledger from the CRM. - [Company and contact records overview](https://docs.prospect365.com/en/articles/2423052-company-and-contact-records-overview.md): This 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 Group](https://docs.prospect365.com/en/articles/2289499-creating-a-new-company-under-an-existing-company-group.md): This article outlines how to create a new Company under an existing Company Group within the CRM. - [Creating a New Contact Under an Existing Company](https://docs.prospect365.com/en/articles/2286122-creating-a-new-contact-under-an-existing-company.md): This article outlines how to create a New Contact under an existing Company within the CRM. - [Creating a B2C Contact](https://docs.prospect365.com/en/articles/2286081-creating-a-b2c-contact.md): This article outlines how to create a B2C Contact within the CRM. - [Creating a New Business Contact](https://docs.prospect365.com/en/articles/2286015-creating-a-new-business-contact.md): This article outlines how to create a new Business Contact within the CRM. - [CRM Layout](https://docs.prospect365.com/en/articles/1586346-crm-layout.md): This document outlines the general layout of the CRM. - [Hierarchy](https://docs.prospect365.com/en/articles/1606927-hierarchy.md): This document outlines the hierarchical structure of the CRM. - [Contact Layout](https://docs.prospect365.com/en/articles/1641646-contact-layout.md): This article outlines the general layout of a Contact within the CRM. - [Company Layout](https://docs.prospect365.com/en/articles/1641521-company-layout.md): This article outlines the general layout of a Company in the CRM. - [Set an Account Manager for a Company](https://docs.prospect365.com/en/articles/1640794-set-an-account-manager-for-a-company.md): This article will outline how to set an Account Manager against a Company. - [Setting a Relationship](https://docs.prospect365.com/en/articles/1637742-setting-a-relationship.md): This article will outline how to set a relationship between two records in the CRM. - [Creating a New Record](https://docs.prospect365.com/en/articles/1606985-creating-a-new-record.md): This document outlines the process for creating a new record within the CRM. - [Changing or Adding a Secondary Address to a Contact](https://docs.prospect365.com/en/articles/1636361-changing-or-adding-a-secondary-address-to-a-contact.md): This article will outline how to add a new address to an existing Contact. - [Searching for Records](https://docs.prospect365.com/en/articles/1586156-searching-for-records.md): This article outlines how to use the Global Search within the CRM. - [Adding Additional Communication Details to a Contact](https://docs.prospect365.com/en/articles/1637123-adding-additional-communication-details-to-a-contact.md): This article outlines how to enter additional information, such as phone, email and social media links, to an existing Contact. - [Setting a Contact's Preference Flag](https://docs.prospect365.com/en/articles/1636952-setting-a-contact-s-preference-flag.md): This article will outline how to set the Preference Flags on a Contact. - [Marking a Contact as 'Left Company'](https://docs.prospect365.com/en/articles/1636220-marking-a-contact-as-left-company.md): This article will outline how to mark a Contact as having left the organisation. - [Delete a record](https://docs.prospect365.com/en/articles/1635868-delete-a-record.md): How to delete a record from the CRM. - [Move a record](https://docs.prospect365.com/en/articles/1635577-move-a-record.md): How to move a record to be under a different record within the CRM. - [Firewall Configuration](https://docs.prospect365.com/en/articles/4374277-firewall-configuration.md): Ensuring the CRM is enabled via your firewall. - [Searching Tips](https://docs.prospect365.com/en/articles/4904432-searching-tips.md): Here's some handy tips to help you find what you're looking for when using search in the CRM. - [Chrome & Firefox Tips](https://docs.prospect365.com/en/articles/6525977-chrome-firefox-tips.md): This article will outline our top tips for creating the best user experience with Chrome and Firefox. - [Resolving Browser Related Issues \(Clearing Browser Caches\)](https://docs.prospect365.com/en/articles/4304884-resolving-browser-related-issues-clearing-browser-caches.md): How to fix issues in your browser that could be impacting the performance of your CRM. - [Prospect Points Explained](https://docs.prospect365.com/en/articles/2925933-prospect-points-explained.md): This article outlines how our Prospect Points can be used towards your CRM. - [B2C Automatic Flag](https://docs.prospect365.com/en/articles/6870571-b2c-automatic-flag.md): Learn how the CRM automatically flags your customers as B2C. - [Exporting Quote Lines to Excel](https://docs.prospect365.com/en/articles/8218715-exporting-quote-lines-to-excel.md): This article explains the process of saving Quote Lines from the CRM to Excel. - [How to Merge CRM Records](https://docs.prospect365.com/en/articles/8451450-how-to-merge-crm-records.md): This article outlines how you can merge two Problem Records in the CRM. - [Delete quote lines](https://docs.prospect365.com/en/articles/8523328-delete-quote-lines.md): How to delete Quote Lines from a quote. - [Managing User Details](https://docs.prospect365.com/en/articles/8548329-managing-user-details.md): This article outlines how you can manage User Details like their Name and Email Address. - [Importing Product Items](https://docs.prospect365.com/en/articles/8575280-importing-product-items.md): This article outlines how to import new Products to the CRM, without an Accounting System integration. - [Investigating CRM Performance](https://docs.prospect365.com/en/articles/9121269-investigating-crm-performance.md): How to start troubleshooting any possible CRM slowness. - [Duplicate a CRM record](https://docs.prospect365.com/en/articles/9532043-duplicate-a-crm-record.md): How you can duplicate a CRM Record and the options presented when doing so. - [Release Programme](https://docs.prospect365.com/en/articles/9625863-release-programme.md): Learn how we roll out new features to customers, and what the various stages of the release programme mean. - [CRM System Settings](https://docs.prospect365.com/en/articles/11801421-crm-system-settings.md) - [Creating an Event \(Preview\)](https://docs.prospect365.com/en/articles/10138889-creating-an-event-preview.md): 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 reports](https://docs.prospect365.com/en/articles/15619885-build-effective-tag-based-reports.md): How to get the most from company and contact tags when filtering and analysing your data in Prospect CRM. ## Sales Opportunity Process - [Create an enquiry](https://docs.prospect365.com/en/articles/6531549-create-an-enquiry.md): Steps to capture, qualify, and convert an enquiry record in Prospect CRM. - [How to Enable Description-Only Lines](https://docs.prospect365.com/en/articles/6525390-how-to-enable-description-only-lines.md): This article outlines how to enable Description-Only Lines for CRM Quotes. - [Selecting which Default Address to Populate Delivery Address](https://docs.prospect365.com/en/articles/6258836-selecting-which-default-address-to-populate-delivery-address.md): Choose which default address stored within the CRM is used to populate delivery addresses on Quotes and Orders. - [How to set the Accounts Order Status for Unleashed](https://docs.prospect365.com/en/articles/6988141-how-to-set-the-accounts-order-status-for-unleashed.md): This article outlines how to choose the Unleashed order status on a Quote/Sales Order before you confirm an Order. - [How to Re-order Products](https://docs.prospect365.com/en/articles/5859419-how-to-re-order-products.md): Learn two quick ways to place repeat sales orders through the CRM. - [Set Default Cin7 Core \(DEAR Inventory\) Sales Status and Sales Type for Orders](https://docs.prospect365.com/en/articles/5683130-set-default-cin7-core-dear-inventory-sales-status-and-sales-type-for-orders.md): Learn how to set your default Cin7 Core \(DEAR Inventory\) Sales Status & Sales Type. - [Setting a Minimum Quote/Order Margin](https://docs.prospect365.com/en/articles/6609074-setting-a-minimum-quote-order-margin.md): Make sure you're not losing money when discounting products by setting a minimum margin. - [What is an ICP & Why is it Important?](https://docs.prospect365.com/en/articles/5327356-what-is-an-icp-why-is-it-important.md): Refine your Ideal Customer Persona \(ICP\) to help understand who you should be targeting. - [Enabling Goals in the CRM \(Preview\)](https://docs.prospect365.com/en/articles/5806951-enabling-goals-in-the-crm-preview.md): Setting Goals for your business can be an important factor in your success. Here is how to enable CRM Goals. - [Confirming your Prospect's First Order](https://docs.prospect365.com/en/articles/5359827-confirming-your-prospect-s-first-order.md): How to confirm your prospect's first order via the CRM straight into your integrated Inventory Management, Accounting or ERP system. - [Enabling Unleashed Sales Order Group on Quotations & Sales Orders](https://docs.prospect365.com/en/articles/4729938-enabling-unleashed-sales-order-group-on-quotations-sales-orders.md): How to enable & set Unleashed's Sales Order Groups on Quotes & Sales Orders within the CRM. - [Taking Card Payments Using Stripe](https://docs.prospect365.com/en/articles/5045880-taking-card-payments-using-stripe.md): Learn how to use Stripe to take card payments for orders confirmed via the CRM. - [Editing Displayed Columns for Quote Lines](https://docs.prospect365.com/en/articles/4711271-editing-displayed-columns-for-quote-lines.md): Easily change the columns that are displayed when viewing quote lines on a Quote or Sales Order. - [Default Setting for Recalculating Pricing & Discounts](https://docs.prospect365.com/en/articles/3638256-default-setting-for-recalculating-pricing-discounts.md): How to turn on the Default Setting for Recalculating Pricing & Discounts when Copying Products from other Quotes. - [Quote Line Search Options](https://docs.prospect365.com/en/articles/3709197-quote-line-search-options.md): Disable or Enable Suggested Products or Recently Searched options for Quote Line Product Search. - [Confirming a Quote](https://docs.prospect365.com/en/articles/3027389-confirming-a-quote.md): This article outlines how to confirm a Quote within the CRM. - [Confirm a Sales Order](https://docs.prospect365.com/en/articles/3027070-confirm-a-sales-order.md): How to confirm a Sales Order within the CRM. - [Resequencing Upsell Manager Products](https://docs.prospect365.com/en/articles/3022729-resequencing-upsell-manager-products.md): This article outlines how to resequence Upsell Manager products on a Quote. - [Adding Quote Groupings to a Quote \(Preview\)](https://docs.prospect365.com/en/articles/2991179-adding-quote-groupings-to-a-quote-preview.md): This articles outlines how to add Quote Groupings to your Quote. - [Reserving Stock when Quoting](https://docs.prospect365.com/en/articles/2900930-reserving-stock-when-quoting.md): This article outlines how to reserve stock when quoting within the CRM. - [Reserving Stock for Pre-season Estimates](https://docs.prospect365.com/en/articles/2901059-reserving-stock-for-pre-season-estimates.md): This article outlines how to reserve stock for pre-season estimates when quoting within the CRM. - [Copying Quote Lines](https://docs.prospect365.com/en/articles/2834815-copying-quote-lines.md): This article outlines how to copy existing Quote lines to a new Quote. - [Adding Products to a Quote Using Quick Search](https://docs.prospect365.com/en/articles/2834475-adding-products-to-a-quote-using-quick-search.md): This article outlines how to add products to a Quote using the Quick Search. - [Adding Products to a Quote using Multi-line Order Entry](https://docs.prospect365.com/en/articles/2834420-adding-products-to-a-quote-using-multi-line-order-entry.md): This article outlines how to add products to your Quote using Multi-line Order Entry - [Using your Product Restrictions](https://docs.prospect365.com/en/articles/2831078-using-your-product-restrictions.md): This article outlines how to use your configured Product Restrictions within the CRM. - [3 Reasons why you should use Product Restrictions](https://docs.prospect365.com/en/articles/2829232-3-reasons-why-you-should-use-product-restrictions.md): This article outlines particular scenarios when product restrictions within the CRM could help your business. - [Adding Products to a Quote from Recent Purchase History](https://docs.prospect365.com/en/articles/2829117-adding-products-to-a-quote-from-recent-purchase-history.md): This article outlines how to add products using the Recently Purchased search to your Quote. - [Performing Bulk Actions on Quote Lines](https://docs.prospect365.com/en/articles/2828999-performing-bulk-actions-on-quote-lines.md): This article outlines how to perform bulk actions when editing Quote lines on a Quote within the CRM. - [Configuring Opportunity Statuses](https://docs.prospect365.com/en/articles/2512802-configuring-opportunity-statuses.md): This article outlines how to configure your Opportunity Statuses within the CRM. - [Configure Opportunity Analysis](https://docs.prospect365.com/en/articles/2512693-configure-opportunity-analysis.md): Categorise your Opportunities and improve reporting using Opportunity Analysis. - [Configure Opportunity Size & Margin](https://docs.prospect365.com/en/articles/2512658-configure-opportunity-size-margin.md): This article will outline how to configure your Opportunity Size & Margin within the CRM. - [Configure your Opportunity Sources](https://docs.prospect365.com/en/articles/2512609-configure-your-opportunity-sources.md): Track where sales opportunities come from using Opportunity Sources. - [Sales: Introduction](https://docs.prospect365.com/en/articles/2423075-sales-introduction.md): This article introduces the sales topic and which levels of the CRM Hierarchy it will focus on. - [Standard Sales Reports Available](https://docs.prospect365.com/en/articles/2422654-standard-sales-reports-available.md): This article outlines the standard Sales Reports available within the CRM. - [Using your Quote Document Template](https://docs.prospect365.com/en/articles/2185067-using-your-quote-document-template.md): This article outlines how to use your Quote Document templates within the CRM. - [Certain, Likely & Optimistic Figures Explained](https://docs.prospect365.com/en/articles/2059226-certain-likely-optimistic-figures-explained.md): This article helps to explain how Certain, Likely, & Optimistic figures are calculated within the CRM. - [At a Glance Information - Company Level](https://docs.prospect365.com/en/articles/2057705-at-a-glance-information-company-level.md): This article outlines where you can find the At a Glance information at Company level within the CRM. - [Creating a Quote Under a Company/Contact](https://docs.prospect365.com/en/articles/2051637-creating-a-quote-under-a-company-contact.md): This article outlines how to create a Quote under a Company or Contact. - [Creating a New Opportunity](https://docs.prospect365.com/en/articles/1730591-creating-a-new-opportunity.md): This article outlines how to create a new Opportunity under a Contact. - [Creating a Quote under an Opportunity or Problem](https://docs.prospect365.com/en/articles/1607048-creating-a-quote-under-an-opportunity-or-problem.md): This article outlines how to add product lines and create a Quote under a Opportunity or Problem. - [Changing a Status](https://docs.prospect365.com/en/articles/1646519-changing-a-status.md): This article outlines how to set and change a status on an Opportunity or Problem. - [Setting a Sales Ledger on a Company](https://docs.prospect365.com/en/articles/1640716-setting-a-sales-ledger-on-a-company.md): This article will outline how to search for and associate a Sales Ledger with a Company. - [Creating a Sales Order](https://docs.prospect365.com/en/articles/2051692-creating-a-sales-order.md): This article shows you how to create a Sales Order within the CRM. - [Kanban View/Layout](https://docs.prospect365.com/en/articles/8028551-kanban-view-layout.md): This article describes what Kanban Reports are and how they can be used to improve the efficiency of your sales process. - [Opportunity Import Checklist](https://docs.prospect365.com/en/articles/6969904-opportunity-import-checklist.md): Overview checklist for importing Opportunities into the CRM. - [Simple Quotes and Sub-Quotes Explained](https://docs.prospect365.com/en/articles/9127676-simple-quotes-and-sub-quotes-explained.md): This article will outline when to use simple Quotes vs. sub-Quotes and their differences. - [Opportunity Importer](https://docs.prospect365.com/en/articles/8888747-opportunity-importer.md): How to bulk import Opportunities into the CRM. - [Custom Enquiry field mappings](https://docs.prospect365.com/en/articles/9310406-custom-enquiry-field-mappings.md): Configure your custom enquiry field mappings for when converting an Enquiry to a CRM Record. - [How can data from Opportunities and Quotes be managed and integrated in Access CRM?](https://docs.prospect365.com/en/articles/13284981-how-can-data-from-opportunities-and-quotes-be-managed-and-integrated-in-access-crm.md) ## Customer Service - [Configure your Problem Sources](https://docs.prospect365.com/en/articles/2531582-configure-your-problem-sources.md): This article outlines how to configure your Problem Sources within the CRM. - [Using Problem Pipelines](https://docs.prospect365.com/en/articles/2422081-using-problem-pipelines.md): This article outlines how to use Problem pipelines within the CRM. - [Logging a Problem](https://docs.prospect365.com/en/articles/1586122-logging-a-problem.md): This document outlines the process of logging a Problem within the CRM. - [Standard Service Reports Available](https://docs.prospect365.com/en/articles/2349602-standard-service-reports-available.md): This article outlines the different standard Reports available within the Service Report Group. - [Using CRM Knowledge Base](https://docs.prospect365.com/en/articles/3638134-using-crm-knowledge-base.md): Adding Knowledge Base entries to the CRM and relating these to resolved Problems. - [Dealing with Training Projects](https://docs.prospect365.com/en/articles/6046504-dealing-with-training-projects.md) ## Documents, Libraries and Email Integration - [List of Frequently Used Merge Fields](https://docs.prospect365.com/en/articles/6563719-list-of-frequently-used-merge-fields.md): This article lists frequently used CRM merge fields that you can use in document & email templates. - [Sales History Import Checklist](https://docs.prospect365.com/en/articles/6969878-sales-history-import-checklist.md): Overview checklist for importing sales history data into the CRM. - [How to Merge Linked Product Library Files to Document Templates](https://docs.prospect365.com/en/articles/7045125-how-to-merge-linked-product-library-files-to-document-templates.md): Learn how to dynamically merge linked Product Library files to your Document Templates. - [Embedding Fonts in Word Documents for PDFs](https://docs.prospect365.com/en/articles/5642928-embedding-fonts-in-word-documents-for-pdfs.md): Ensure your PDF files use your selected Word font by embedding the font. - [Sending, Forwarding & Replying to an Email from the CRM](https://docs.prospect365.com/en/articles/1640834-sending-forwarding-replying-to-an-email-from-the-crm.md): This article will outline how to send an email from within the CRM. - [Managing Email Attachments](https://docs.prospect365.com/en/articles/2976520-managing-email-attachments.md): This article outlines how to manage your email attachments when sending emails via the CRM. - [Marking Documents as Important/Pinning Documents](https://docs.prospect365.com/en/articles/3815390-marking-documents-as-important-pinning-documents.md): Here are some ways you can make your Documents stand out so they don't get missed! - [Installing Save To CRM Add-in for Gmail](https://docs.prospect365.com/en/articles/5316645-installing-save-to-crm-add-in-for-gmail.md): This article will walk you through how to install the Save to CRM add-in for Gmail. - [Adding a Document to a Record](https://docs.prospect365.com/en/articles/1641183-adding-a-document-to-a-record.md): This article outlines how you can add a document and create a document template against a record within the CRM. - [Uploading a Photo Using a Mobile Device](https://docs.prospect365.com/en/articles/2057645-uploading-a-photo-using-a-mobile-device.md): This article outlines how to upload a photo to the CRM, using a mobile device. - [Re-installing Save to CRM Add-in](https://docs.prospect365.com/en/articles/3664873-re-installing-save-to-crm-add-in.md): A guide on how to re-install the Save to CRM Add-in within Outlook. - [Using the Save to CRM Add-in](https://docs.prospect365.com/en/articles/3203298-using-the-save-to-crm-add-in.md): Save incoming emails into the CRM using the Outlook or Gmail Save to CRM Add-in. - [Categorising Saved Emails Using Save to CRM Add-in](https://docs.prospect365.com/en/articles/3203520-categorising-saved-emails-using-save-to-crm-add-in.md): This article explains how to categorise your saved emails using the Save to CRM Add-in. - [Install the Prospect CRM Add-in for Word](https://docs.prospect365.com/en/articles/4211712-install-the-prospect-crm-add-in-for-word.md): The Prospect CRM Add-in for Word helps you create Word templates & easily add search & replace fields - [Adding Images to your Email Signature](https://docs.prospect365.com/en/articles/9658142-adding-images-to-your-email-signature.md): Learn how to add images such as your logo to your email signature. - [AI Email Generation](https://docs.prospect365.com/en/articles/11864311-ai-email-generation.md): Learn how to edit, improve, or generate content with the AI-powered editor. - [AI Sentiment Analysis](https://docs.prospect365.com/en/articles/11865707-ai-sentiment-analysis.md): Learn how to enable and use AI Sentiment Analysis to assess customer tone and urgency in emails. - [Save to CRM Outlook & Gmail Add-ins](https://docs.prospect365.com/en/articles/9572564-save-to-crm-outlook-gmail-add-ins.md): This article summarises the benefits of using the Save to CRM Add-ins from Outlook and Gmail and how to install them! - [Setting up your Outlook Calendar Integration \(Preview\)](https://docs.prospect365.com/en/articles/9513649-setting-up-your-outlook-calendar-integration-preview.md): It's quick and easy to set up integration to your Outlook calendar. Let us show you how... - [Microsoft Office Integrations](https://docs.prospect365.com/en/articles/6436300-microsoft-office-integrations.md): Discover which Microsoft Office apps the CRM integrates with. ## CRM Libraries - [CRM Library](https://docs.prospect365.com/en/articles/4658174-crm-library.md): A guide to uploading files such as product brochures, specification documents, Terms & Conditions and more to the CRM Library, and understanding how it could help your business. - [Moving & Deleting CRM Library Files in Bulk](https://docs.prospect365.com/en/articles/4730055-moving-deleting-crm-library-files-in-bulk.md): Using the Bulk Action tool, you can move CRM Library Files from one folder to another or delete files in bulk. - [Attaching CRM Library Files to Web Products & Web Groups](https://docs.prospect365.com/en/articles/4713586-attaching-crm-library-files-to-web-products-web-groups.md): Files saved in the CRM Library can be attached and displayed for Web Products/Web Product Groups on your integrated eCommerce site. - [Attaching CRM Library Files to Emails](https://docs.prospect365.com/en/articles/4711614-attaching-crm-library-files-to-emails.md): How to quickly attach CRM Library files to emails sent via the CRM. ## Reporting - [Adding Delivery Date to Sales Transactions](https://docs.prospect365.com/en/articles/5704880-adding-delivery-date-to-sales-transactions.md): Add the Delivery Date field to Sales Transactions Report for a particular Company/Account. - [Adding a Report to a CRM Record Layout](https://docs.prospect365.com/en/articles/6010070-adding-a-report-to-a-crm-record-layout.md): Learn how to add a Report to a CRM record layout using the customiser tool. - [Display Delivery Name & Delivery Address to Sales Reports \(Unleashed\)](https://docs.prospect365.com/en/articles/6530964-display-delivery-name-delivery-address-to-sales-reports-unleashed.md): This article outlines how to display the delivery name and address to Sales reports. - [How to Include Margin Value & Margin % in Sales Transaction Reports](https://docs.prospect365.com/en/articles/5686241-how-to-include-margin-value-margin-in-sales-transaction-reports.md): Include your Margin Value and Margin % to a Sales Transaction Report to enhance your sales reporting. - [How to View Product Price Lists/Tiers](https://docs.prospect365.com/en/articles/5686382-how-to-view-product-price-lists-tiers.md): View the different Price Lists/Tiers for your products without needing access your integrated Inventory Management/Accounting/ERP System. - [Collection Filtering](https://docs.prospect365.com/en/articles/4730108-collection-filtering.md): Filter data across many levels of the CRM hierarchy using collection filtering - [Standard People & Places Reports Available](https://docs.prospect365.com/en/articles/6877614-standard-people-places-reports-available.md): This article outlines the standard People & Places Reports available within the CRM. - [Customers who Bought X but not Y Report](https://docs.prospect365.com/en/articles/4427918-customers-who-bought-x-but-not-y-report.md): Identify exactly which customers bought one of your products and not another using our standard Sales Report in the CRM! - [User Activity](https://docs.prospect365.com/en/articles/4713727-user-activity.md): How to view your own recent CRM Activity, or recent activity by team member as a Manager. - [Deleting CRM Reports](https://docs.prospect365.com/en/articles/4325866-deleting-crm-reports.md): How to delete reports within the CRM, including My Reports & Shared Reports. - [Performing Bulk Updates](https://docs.prospect365.com/en/articles/1885077-performing-bulk-updates.md): Save time by performing bulk updates from a CRM Report - useful when bulk-assigning Account Managers, Industries, Priorities etc. - [Exporting Information from the CRM](https://docs.prospect365.com/en/articles/1646811-exporting-information-from-the-crm.md): This article outlines how to export information from the CRM to Excel. - [Sorting your Data](https://docs.prospect365.com/en/articles/6304367-sorting-your-data.md): Learn how to organise and sort your Reports more efficiently. - [Saving a Report to Excel](https://docs.prospect365.com/en/articles/1664232-saving-a-report-to-excel.md): This article will detail the process of Exporting a Report from the CRM to Excel. - [Creating a Data Set](https://docs.prospect365.com/en/articles/2349234-creating-a-data-set.md): This article outlines how to create a data set within the CRM & the benefits of using data sets when analysing your CRM data. - [Standard Product Reports Available](https://docs.prospect365.com/en/articles/6877634-standard-product-reports-available.md): This article outlines the standard Product Reports available within the CRM. - [Standard Marketing Reports Available](https://docs.prospect365.com/en/articles/6877471-standard-marketing-reports-available.md): This article outlines the standard Marketing Reports available within the CRM. - [Customisable Dashboards](https://docs.prospect365.com/en/articles/11622753-customisable-dashboards.md): Learn how to customise your CRM Overview & Personal Dashboards by adding, removing, and rearranging widgets to display specific data. - [Manage, customise, and report on Quotes in Access CRM](https://docs.prospect365.com/en/articles/13673533-manage-customise-and-report-on-quotes-in-access-crm.md): This guide provides practical solutions to common challenges such as reporting on custom fields and sorting quotes in reports. - [Track sales rep activities](https://docs.prospect365.com/en/articles/15620836-track-sales-rep-activities.md): Steps to create reports that track sales rep performance and ensure accurate data. - [Contact emails in company reports](https://docs.prospect365.com/en/articles/15691782-contact-emails-in-company-reports.md): How to build a contact-based report that shows both company details and contact email addresses. ## eCommerce - [Uploading Additional Product Images](https://docs.prospect365.com/en/articles/4505769-uploading-additional-product-images.md): Adding multiple product images to help bring your products to life on your integrated website. - [How to put your Website into Maintenance Mode](https://docs.prospect365.com/en/articles/6525565-how-to-put-your-website-into-maintenance-mode.md): Learn how to put your eCommerce site into maintenance mode when performing scheduled maintenance - [Product Attributes Import](https://docs.prospect365.com/en/articles/6714681-product-attributes-import.md): This article will outline how to perform an import of your product attributes. - [Standard Content Stacks & Objects](https://docs.prospect365.com/en/articles/3439609-standard-content-stacks-objects.md): This article outlines how to add new content placeholders in the eCommerce/CMS platform. - [Importing Product Groupings \(Preview\)](https://docs.prospect365.com/en/articles/6704822-importing-product-groupings-preview.md): This article outlines how to import product groups for your eCommerce site. - [Creating & Editing CMS Layouts](https://docs.prospect365.com/en/articles/3439604-creating-editing-cms-layouts.md): This article outlines how to create and edit CMS Layouts in 's eCommerce platform. - [Adding Dynamic Content Objects](https://docs.prospect365.com/en/articles/3439590-adding-dynamic-content-objects.md): This article outlines how to add a dynamic content object to your website. - [Internal CMS Links](https://docs.prospect365.com/en/articles/3353663-internal-cms-links.md): This article will explain the difference between internal and external links, as well as how to use them in the CMS Editor. - [Adding Meta Tags](https://docs.prospect365.com/en/articles/3352530-adding-meta-tags.md): This article is about adding Meta tags on to the pages or your site. - [Adding Content Items to a Web Page](https://docs.prospect365.com/en/articles/3335246-adding-content-items-to-a-web-page.md): This article outlines how to add content items to a web page in the CMS Editor. - [How to Add a Product Attribute](https://docs.prospect365.com/en/articles/6522696-how-to-add-a-product-attribute.md): This article outlines how to add an attribute to a product that's used on your eCommerce site. - [Adding Headings to your Website](https://docs.prospect365.com/en/articles/3335218-adding-headings-to-your-website.md): This article outlines how to add headers to your website using the CMS Editor. - [URL changes - with redirects](https://docs.prospect365.com/en/articles/3278919-url-changes-with-redirects.md): This article is about creating URL redirects from one page to another. - [Performing a Bulk Image Upload](https://docs.prospect365.com/en/articles/3023358-performing-a-bulk-image-upload.md): This article outlines how to perform a bulk image upload for your web product and group images within Groups. - [Updating a Web Extended Description](https://docs.prospect365.com/en/articles/3023325-updating-a-web-extended-description.md): This article outlines how to update a web extended description within the CRM. - [Updating Web Catalogue Options for a Product Item](https://docs.prospect365.com/en/articles/3023197-updating-web-catalogue-options-for-a-product-item.md): This article outlines how to update the web catalogue options for a product item within the CRM. - [Reordering Product Items within a Web Product Group](https://docs.prospect365.com/en/articles/3023104-reordering-product-items-within-a-web-product-group.md): This article outlines how to reorder product items within a Web Product Group. - [Adding Products to a Web Product Group](https://docs.prospect365.com/en/articles/3023063-adding-products-to-a-web-product-group.md): This article outlines how to add products to a web product group in the Product Manager. - [Creating New Web Product Groups](https://docs.prospect365.com/en/articles/3023024-creating-new-web-product-groups.md): This article outlines how to create new web product groups within the Product Manager. - [Reordering Web Product Groups](https://docs.prospect365.com/en/articles/3022849-reordering-web-product-groups.md): This article outlines how to reorder web product groups within Groups. - [Deleting Web Products](https://docs.prospect365.com/en/articles/3022813-deleting-web-products.md): This article outlines how to delete web products from the Product Manager. - [Deleting Web Product Groups](https://docs.prospect365.com/en/articles/3022802-deleting-web-product-groups.md): This article outlines how to delete web product groups from the Product Manager. - [Adding Web Product Group Images](https://docs.prospect365.com/en/articles/3022786-adding-web-product-group-images.md): This article outlines how to add web product group images within the Product Manager. - [Uploading Main Product Image](https://docs.prospect365.com/en/articles/3001110-uploading-main-product-image.md): Adding a main product image to help bring your products to life on your integrated website or quotations. - [Editing Product Group Descriptions](https://docs.prospect365.com/en/articles/3001145-editing-product-group-descriptions.md): This article outlines how to edit product group descriptions within the Product Manager. - [Adding Web Product Descriptions](https://docs.prospect365.com/en/articles/3000995-adding-web-product-descriptions.md): This article outlines how to add web product descriptions to CRM product records. - [Setting an e-Login \(eCommerce Only\)](https://docs.prospect365.com/en/articles/2289959-setting-an-e-login-ecommerce-only.md): This article outlines how to set up a customer with an e-Login for your eCommerce website. - [Creating Your Site](https://docs.prospect365.com/en/articles/1705943-creating-your-site.md): This article outlines the basic steps to creating your first web site. - [Publishing an Article on your Website](https://docs.prospect365.com/en/articles/1696923-publishing-an-article-on-your-website.md): This article outlines how you can easily create Articles within the CMS to display on your website. - [Ribbon Bar Key](https://docs.prospect365.com/en/articles/1689353-ribbon-bar-key.md): This article outlines the basics of the Ribbon Bar within the CMS. - [Setting a Contact's Password for an eCommerce Site](https://docs.prospect365.com/en/articles/1637588-setting-a-contact-s-password-for-an-ecommerce-site.md): This article will outline how to set a password and authority levels for a Contact who will be accessing your eCommerce site. - [Low Text to HTML Ratio \(SEO\)](https://docs.prospect365.com/en/articles/1690265-low-text-to-html-ratio-seo.md): This article will explain the cause of this issue and whether it should be a concern to your site. - [The robots.txt file \(SEO\)](https://docs.prospect365.com/en/articles/1690195-the-robots-txt-file-seo.md): This article will explain what a robots.txt file is and how to create one. - [Missing ALT Attributes \(SEO\)](https://docs.prospect365.com/en/articles/1689845-missing-alt-attributes-seo.md): This article will explain why ALT attributes are useful, and how to add them if they're missing. - [SEO - Uncompressed JavaScript and CSS files](https://docs.prospect365.com/en/articles/1689963-seo-uncompressed-javascript-and-css-files.md): This article explains what uncompressed files are and how compression will help your site. - [Credit Checks CMS Plug-In](https://docs.prospect365.com/en/articles/3395433-credit-checks-cms-plug-in.md): This guide will show you how to configure the different payment methods and plug-in settings in the Credit Checks plug-in. - [How to update FontAwesome in the CMS](https://docs.prospect365.com/en/articles/10175235-how-to-update-fontawesome-in-the-cms.md): FontAwesome is an icon stylesheet that allows you to use preloaded icons on your CMS site, such as social media logos! - [Registration.NET Plug-in](https://docs.prospect365.com/en/articles/12107633-registration-net-plug-in.md): Outlines functionality of the Registration.net plugin that can be used to create an account on your eCommerce site. ## Marketing - [Enquiry Web Forms](https://docs.prospect365.com/en/articles/6530983-enquiry-web-forms.md): Create embeddable form to add to your website & capture visitor details! - [Generate quality leads with CRM campaigns](https://docs.prospect365.com/en/articles/5327282-generate-quality-leads-with-crm-campaigns.md): CRM Campaigns is a tool to help generate better leads that your Sales team can close. - [Drive more sales with marketing automation](https://docs.prospect365.com/en/articles/5316919-drive-more-sales-with-marketing-automation.md): A few ideas on how your business can leverage marketing automation to drive more sales. - [Adding Google Analytics Tracking Code](https://docs.prospect365.com/en/articles/3548269-adding-google-analytics-tracking-code.md): This article shows you how to add a Google Analytics tracking code to all pages of your website. - [Splitting Campaign Activities](https://docs.prospect365.com/en/articles/2965013-splitting-campaign-activities.md): This article outlines how to split Campaign Activities into multiple activities. - [Email Marketing Integration](https://docs.prospect365.com/en/articles/2454951-email-marketing-integration.md): The CRM integrates with Marketing platforms, Mailchimp & Spotler for all your email marketing needs...learn about our integrations here! - [Adding Contacts from a Report to a Campaign Activity](https://docs.prospect365.com/en/articles/2292898-adding-contacts-from-a-report-to-a-campaign-activity.md): This article outlines how to add Contacts from a Report to a Campaign Activity. - [Creating a Campaign & Campaign Activity](https://docs.prospect365.com/en/articles/1686268-creating-a-campaign-campaign-activity.md): This article outlines how to create a Campaign and Campaign Activity within the CRM. - [Add a Contact to a Campaign Activity](https://docs.prospect365.com/en/articles/1635700-add-a-contact-to-a-campaign-activity.md): How to add a Contact to an existing Campaign Activity. - [Troubleshooting Enquiry Web Forms](https://docs.prospect365.com/en/articles/9159465-troubleshooting-enquiry-web-forms.md): Troubleshoot embedded Enquiry Web Forms on your website to resolve common issues. - [Containers & Nested Elements in Landing Pages \(Private Preview\)](https://docs.prospect365.com/en/articles/9720972-containers-nested-elements-in-landing-pages-private-preview.md): Learn more about nested elements and containers, and how to create them in your CRM Landing Pages. - [Publishing Landing Pages to a Custom Domain \(Private Preview\)](https://docs.prospect365.com/en/articles/9720980-publishing-landing-pages-to-a-custom-domain-private-preview.md): This article explains how to publish your Landing Page on your own custom domain. - [Duplicating & Archiving Landing Pages \(Private Preview\)](https://docs.prospect365.com/en/articles/9721480-duplicating-archiving-landing-pages-private-preview.md): Learn how to duplicate Landing Pages or archive any Landing Pages that are no longer being used. - [Adding Custom CSS to Landing Pages \(Private Preview\)](https://docs.prospect365.com/en/articles/9721525-adding-custom-css-to-landing-pages-private-preview.md): Override standard styles on Landing Pages by adding your own styling with custom CSS. - [Introduction to Landing Pages \(Private Preview\)](https://docs.prospect365.com/en/articles/9721539-introduction-to-landing-pages-private-preview.md): Get an introduction to the CRM Landing Pages and some of the key functions to adjust pages to your liking. - [How to Embed an Enquiry Web Form on a CRM Landing Page \(Private Preview\)](https://docs.prospect365.com/en/articles/9739928-how-to-embed-an-enquiry-web-form-on-a-crm-landing-page-private-preview.md): This article will help guide you in the process of creating and implementing an enquiry web form on a Landing Page. ## CRM Dashboards - [Change Sales Analysis from Orders to Invoice Revenue](https://docs.prospect365.com/en/articles/6135410-change-sales-analysis-from-orders-to-invoice-revenue.md): Learn how to change your Sales Analysis Dashboard tiles to display invoices instead of orders. - [Sales Rep Dashboard](https://docs.prospect365.com/en/articles/4741507-sales-rep-dashboard.md): Sell more in less time, every time, using the Sales Rep Dashboard! - [Custom/URL-based Dashboards](https://docs.prospect365.com/en/articles/4738548-custom-url-based-dashboards.md): Embed custom or URL-based dashboards into the CRM, saving your team the hassle of switching between multiple apps. - [Sales Manager Dashboard](https://docs.prospect365.com/en/articles/4733408-sales-manager-dashboard.md): Get a 360° view of your Sales performance, team and projected results using the Sales Manager Dashboard! - [Account Manager Dashboard](https://docs.prospect365.com/en/articles/4255225-account-manager-dashboard.md): Learn how the Account Manager Dashboard helps you to retain customers, look after them, upsell them and if necessary reactivate them! - [Setting up & Configuring Dashboards](https://docs.prospect365.com/en/articles/4556567-setting-up-configuring-dashboards.md): Before you start using the CRM Dashboards, set up your preferences and configure Dashboards to your liking following these steps! - [CRM Dashboards](https://docs.prospect365.com/en/articles/4090123-crm-dashboards.md): The CRM Dashboards are focused on helping you manage and drive growth throughout your business. - [Identifying Customers that Need Engagement](https://docs.prospect365.com/en/articles/6025414-identifying-customers-that-need-engagement.md): Use the Account Management Dashboard to identify customers who need engagement to help reduce customer churn. - [Adding Goals to Dashboards](https://docs.prospect365.com/en/articles/12524244-adding-goals-to-dashboards.md) ## Integrations - [Our Integration Partnerships](https://docs.prospect365.com/en/articles/2459551-our-integration-partnerships.md): We are proud to have unparalleled integration with leading Accounting/ERP and Inventory Management Systems. Learn more about our partners! - [Custom Accounts and ERP Integrations](https://docs.prospect365.com/en/articles/8105559-custom-accounts-and-erp-integrations.md): Learn how to use a custom accounts/ERP integration using the steps in this guide! - [Cloud Integration Guide](https://docs.prospect365.com/en/articles/8540475-cloud-integration-guide.md): This article outlines how our Cloud Orchestrated Integration works. - [Checking the Status of your Integration](https://docs.prospect365.com/en/articles/3458287-checking-the-status-of-your-integration.md): This article will show you how to check the status of your integration and explains what each status means. - [Troubleshooting common integration errors](https://docs.prospect365.com/en/articles/9352289-troubleshooting-common-integration-errors.md): This article outlines common errors that occur on order confirmation and how to resolve them. - [Accessing Customer Accounts within Cloud Accounting & Inventory Management Systems](https://docs.prospect365.com/en/articles/3111907-accessing-customer-accounts-within-cloud-accounting-inventory-management-systems.md): This article outlines how to access a customer account within a cloud accounting or inventory management system via the CRM. - [Set up Google reCAPTCHA Integration](https://docs.prospect365.com/en/articles/6407850-set-up-google-recaptcha-integration.md): Learn how to set up reCAPTCHA integration for CRM Enquiry Web Forms and the CMS Registration plug-in. - [Setting up Stripe Integration](https://docs.prospect365.com/en/articles/3831775-setting-up-stripe-integration.md): Stripe allows you to take card payments for orders placed via the CRM. - [Zapier Integration \(Preview\)](https://docs.prospect365.com/en/articles/6413542-zapier-integration-preview.md): It's quick and easy to set up integration to Zapier. Let us show you how... ## Developer & API - [Get started with the OData API](https://docs.prospect365.com/en/articles/2455275-get-started-with-the-odata-api.md): How to authenticate, understand rate limits, and construct your first OData query in Prospect CRM. - [Query the OData API](https://docs.prospect365.com/en/articles/15617616-query-the-odata-api.md): Use $select, $filter, $expand, $orderby, $top, and $skip to retrieve and shape your Prospect CRM data. - [Configuring Custom Delivery Charges](https://docs.prospect365.com/en/articles/6705076-configuring-custom-delivery-charges.md): This article outlines how to configure your own custom delivery charges. - [Generating a PAT \(Personal Access Token\)](https://docs.prospect365.com/en/articles/1689116-generating-a-pat-personal-access-token.md): This article outlines how to create a Personal Access Token. - [Getting Started with Business Intelligence Tools like Power BI](https://docs.prospect365.com/en/articles/1689197-getting-started-with-business-intelligence-tools-like-power-bi.md): Understanding Power BI & deciding whether it's right for your business. - [Set up a CRM Webhook](https://docs.prospect365.com/en/articles/6903732-set-up-a-crm-webhook.md): This guide will explain what a webhook is, why you may want to set them up, and how to create them in CRM. - [Migrating a Verified Domain](https://docs.prospect365.com/en/articles/8625171-migrating-a-verified-domain.md) - [Validate DNS records and identify your domain provider](https://docs.prospect365.com/en/articles/15057186-validate-dns-records-and-identify-your-domain-provider.md): When setting up your domain for use with Access CRM, you need to validate your Domain Name System \(DNS\) records and confirm your domain provider is correctly identified. - [Troubleshoot Webhook errors](https://docs.prospect365.com/en/articles/16098279-troubleshoot-webhook-errors.md): Diagnosing and resolving the most common webhook errors, including disabled webhooks, delivery failures, misconfigured triggers, and payload issues. ## Automation Workflows - [Set up and use Automation Workflows \(Preview\)](https://docs.prospect365.com/en/articles/13687325-set-up-and-use-automation-workflows-preview.md): Steps to create, configure, and use Automation Workflows to automate follow-up emails and actions in your CRM. ## Growth Hub - [Introduction to the Growth Engine \(Preview\)](https://docs.prospect365.com/en/articles/8862440-introduction-to-the-growth-engine-preview.md): Learn how to use the Growth Engine to maximise business growth! - [How to Improve "Close"](https://docs.prospect365.com/en/articles/8625531-how-to-improve-close.md): Actionable advice on how to iterate and improve your "Close" performance - one of the 7 strategies for growth. - [How to Improve "Onboard"](https://docs.prospect365.com/en/articles/8625548-how-to-improve-onboard.md): Actionable advice on how to iterate and improve your "Onboard" performance - one of the 7 strategies for growth. - [How to Improve "Attract"](https://docs.prospect365.com/en/articles/8625490-how-to-improve-attract.md): Actionable advice on how to iterate and improve your "Attract" performance - one of the 7 strategies for growth. - [How to Improve "Retention"](https://docs.prospect365.com/en/articles/8626398-how-to-improve-retention.md): Actionable advice on how to iterate and improve your "Retention" performance - one of the 7 strategies for growth. - [How to Improve "Sell"](https://docs.prospect365.com/en/articles/8625517-how-to-improve-sell.md): Actionable advice on how to iterate and improve your "Sell" performance - one of the 7 strategies for growth. - [How to Improve "Order Value"](https://docs.prospect365.com/en/articles/8625559-how-to-improve-order-value.md): Actionable advice on how to iterate and improve your "Order Value" performance - one of the 7 strategies for growth. - [How to Improve "Order Frequency"](https://docs.prospect365.com/en/articles/8625570-how-to-improve-order-frequency.md): Actionable advice on how to iterate and improve your "Order Frequency" performance - one of the 7 strategies for growth. - [Trailing Twelve Month & Time Series Data](https://docs.prospect365.com/en/articles/8736210-trailing-twelve-month-time-series-data.md): Learn more about what trailing twelve months means, how it's calculated, and why we use it in the Growth Engine. - [Clustering & Benchmarks](https://docs.prospect365.com/en/articles/9054756-clustering-benchmarks.md): Learn how clustering and benchmarking is applied to data in the Growth Engine. - [Mitigating Customer Attrition/Churn in your Customer Base](https://docs.prospect365.com/en/articles/9459409-mitigating-customer-attrition-churn-in-your-customer-base.md): This article explains the differences between transactional and relational customers, and how you can fix a leaky bucket! - [Metrics and KPIs for B2B Wholesalers & Distributors](https://docs.prospect365.com/en/articles/9459477-metrics-and-kpis-for-b2b-wholesalers-distributors.md): A guide to the top 10 essential metrics you should be tracking for business growth. ## Free Trial Material - [How to Take a Free Trial](https://docs.prospect365.com/en/articles/2349515-how-to-take-a-free-trial.md): This article outlines how to take a Free Trial of the CRM & eCommerce Platform. - [What is Onboarding and Why is it Important?](https://docs.prospect365.com/en/articles/5341928-what-is-onboarding-and-why-is-it-important.md): Product-based businesses must successfully onboard customers to turn them into loyal, long-term customers. - [Missing Orders](https://docs.prospect365.com/en/articles/4090135-missing-orders.md): Learn how Missing Orders pro-actively identify customers you're at risk of losing - even before you've lost them. - [Tips when setting up Unleashed](https://docs.prospect365.com/en/articles/5017344-tips-when-setting-up-unleashed.md): A few hints & tips to guarantee a successful integration with Unleashed! - [Hints & Tips when Setting up Cin7 Core \(DEAR Inventory\)](https://docs.prospect365.com/en/articles/5042091-hints-tips-when-setting-up-cin7-core-dear-inventory.md): A few hints & tips to guarantee a successful integration with Cin7 Core \(DEAR Inventory\)! - [Benefits of an Integrated CRM](https://docs.prospect365.com/en/articles/4198185-benefits-of-an-integrated-crm.md): Benefit from all the exciting Stock-Aware features in the CRM and set up the integration to your Accounting/Inventory Management System. - [Making Sure Processes are Followed](https://docs.prospect365.com/en/articles/4099916-making-sure-processes-are-followed.md): Using Problem Pipelines to make sure Customer Service processes are followed. - [Quick Quoting](https://docs.prospect365.com/en/articles/4062448-quick-quoting.md): Lightning-fast quoting from anywhere using the CRM. - [Turning Problems into a Success](https://docs.prospect365.com/en/articles/4069619-turning-problems-into-a-success.md): How to record and utilise Problems in the CRM to ensure customer issues result in a successful outcome. - [Making the most of an Opportunity](https://docs.prospect365.com/en/articles/4062295-making-the-most-of-an-opportunity.md): How to utilise CRM Opportunities to track & close new business sales.