Must Do's

1. Establish your Document Types

Document Templates help to ensure all messages being sent to your customers are on-brand, whilst also saving CRM users time and effort by simplifying document creation.

2. Configure Word Template

How to upload Word Documents to be used as Document Templates within the CRM. 

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3. Configure Email Templates

How to create emails to be used as Document Templates within the CRM. 

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4. Build your Word Quote Tables

Quote Tables display the products and prices on a Quotation. This article outlines how to create Quote tables within a Word standard document in the CRM.

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5. Set Up your Email Signature

Outlining how to set email signatures for emails being sent from the CRM.

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6. Sending Emails from Own Domain

Detailed steps on how to send emails from your own domain rather than the default CRM email address.

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CRM Library

Understanding how the CRM Library in Prospect could help your business.

Configuring Attachments for Email Templates

Setting Word/PDF document templates to automatically attach when email templates are used.

Installing Save To CRM Add-in (Mac)

Save to CRM add-in for Outlook allows you to save incoming emails into the CRM.

Installing Save To CRM Add-in (Windows)

Save to CRM add-in for Outlook allows you to save incoming emails into the CRM.

Configure a Default Email Template

The Default Email Template will be used whenever a CRM user sends an email via the CRM without using an email template, ensuring all CRM users are sending out emails using your company's branding.

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Enabling Product Images for Word & Email Quote Tables

By including product images on your Quote Tables, it can help to bring your product or service to life.

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