User | Advanced
Book a Demo
Academy:

User

Now you're up & running with Prospect, explore more stock-aware features to help you excel in your role & accelerate business growth!

Filter by:
Advanced Reporting

Creating Custom Fields

Read it
Advanced Reporting

User Preference - Default Rows Per Page

Read it
Advanced Reporting

Creating a Data Set

Read it
Advanced Reporting

Summarising & Adding Grouping to your Report

Read it
Advanced Reporting

Generating a PAT (Personal Access Token)

Read it
Advanced Reporting

Getting Started with Business Intelligence Tools

Read it
Advanced Reporting

Prospect Power BI Apps

Read it
Advanced Record Management

Searchable Custom Fields

Read it
Advanced Record Management

Configuring Urgent Notes

Read it
Advanced Record Management

Configure your Industries

Read it
Advanced Record Management

Configuring Division Turnover

Read it
Advanced Record Management

Configuring your Division Priorities

Read it
Advanced Record Management

Configuring your Division Incorporation Types

Read it
Advanced Record Management

Configure your Countries List

Read it
Advanced Record Management

Configure Relationship Types

Read it
Advanced Record Management

Configure Additional Phone Number Types

Read it
Advanced Record Management

Configuring where Account Managers are set at (Division or Company Level)

Read it
Advanced Record Management

Customising your Global Record Creations Menu

Read it
Advanced Record Management

Configuring Default Phone Link Interaction Type

Read it
Advanced Record Management

Configuring your Interaction Types

Read it
Advanced Record Management

Restoring Deleted Contacts (Admin User)

Read it
Advanced Record Management

Data Import (Admin User)

Read it
Advanced Record Management

Customising your Prospect Interface

Read it
Advanced Record Management

Configuring Drop-Down Menus - Role Codes (Admin User)

Read it
Document Templates

Enabling Product Images for Word & Email Quote Tables

Read it
Document Templates

Configure Default Email Templates

Read it
Document Templates

Configuring Standard Document Text

Read it
Document Templates

Configure Subtotals Table for Quote Grouping

Read it
Document Templates

Configuring your Document Template Groups

Read it
Document Templates

Configuring your Order Confirmation Email

Read it
Document Templates

Uploading Word Documents for Document Templates

Read it
Document Templates

Configuring your Email Templates (Admin User)

Read it
Document Templates

Configuring Word Quote Tables (Admin User)

Read it
Document Templates

Configuring Email Signatures

Read it
Sales Opportunity Management

Description Only Lines Added via CSV Import

Read it
Sales Opportunity Management

Configuring Opportunity Pipelines (Admin User)

Read it
Sales Opportunity Management

Configuring Opportunity Types (Admin User)

Read it
Sales Opportunity Management

Configuring Drop-Down Menus - Status Codes & Types (Admin User)

Read it
Quoting and Order Processing Management

Default Setting for Recalculating Pricing & Discounts

Read it
Quoting and Order Processing Management

Delivery Charge Pop-up Window

Read it
Quoting and Order Processing Management

Setting Collection as Delivery Method

Read it
Quoting and Order Processing Management

Set up Manual or Automatic Delivery Charges

Read it
Quoting and Order Processing Management

Set up Manual or Automatic Delivery Charges

Read it
Quoting and Order Processing Management

Configuring Default Quote Expiry Date

Read it
Quoting and Order Processing Management

Configuring Default Order Due Date

Read it
Quoting and Order Processing Management

Preventing Users Editing Quote Records in Certain Statuses

Read it
Quoting and Order Processing Management

Configuring CRM Built-in Special Pricing

Read it
Quoting and Order Processing Management

Add Upsell Options

Read it
Quoting and Order Processing Management

Configuring your Product Packs

Read it
Customer Services Management

Using CRM Knowledge Base

Read it
Customer Services Management

Configuring Problem Pipelines (Admin User)

Read it
Customer Services Management

Configuring Drop-Down Menus - Status Codes & Types (Admin User)

Read it
User Management

Configuring Account Manager Restrictions

Read it
User Management

Managing User Details

Read it
User Management

Configuring your User Dictionaries

Read it
User Management

Customising CRM Records Based on User Dictionary

Read it
User Management

Single Sign On (SSO) with Azure AD (AAD)

Read it
User Management

Adding Users & Setting Permissions

Read it
Data Management Tools

Data Management - Exporting Product Information

Read it
Data Management Tools

Data Management - Change Account Manager (Admin User)

Read it
Data Management Tools

Generating a PAT (Personal Access Token)

Read it
Data Management Tools

Getting Started with the OData API

Read it
Equipment and Contracts Management

Creating Contracts

Read it
Equipment and Contracts Management

Creating Equipment Items

Read it
Equipment and Contracts Management

Configuring your Equipment Types

Read it
Equipment and Contracts Management

Configuring your Equipment Statuses

Read it
Equipment and Contracts Management

Configuring your Equipment Manufacturers

Read it
Equipment and Contracts Management

Configuring your Contract Statuses

Read it
eCommerce

Adding Dynamic Content Objects

Read it
eCommerce

Creating & Editing CMS Layouts

Read it
eCommerce

Standard Content Stacks & Objects

Read it