Every now and then, we're going to share some useful hints & tips with our awesome users (you!). These aren't new features, but existing features which we think will come in handy when using Prospect day to day!
The first tip in this series is a great one...did you know that you can pin frequently used email and document templates into the drop-down menu? This makes the common ones easier to grab each time. For example, lots of our customers use quote templates regularly, so why not pin this template so its at the top of the menu? In the example below, we pin the "Simple Quote Template" to the menu. Then, whenever anyone loads a Quote window, they can quickly use this template in just two clicks!
Psst - you do have to be a CRM Admin user to "pin" document/email templates (anything in the Settings Centre is for Admin users-only). You'll just need to give em' a quick nudge if you want this enabled.
Keyboard shortcuts are great at speeding up processes. If you need to paste some text into Prospect CRM from an external source/website without all the annoying formatting that comes with it (like fonts, colours, backgrounds etc.), try the Ctrl + Shift + V command. An oldie, but certainly a goldie!
P.S. If you can't remember the keyboard combination, then in most browsers (incl. Chrome) you can also right click and choose "Paste as plain text" from the pop-up menu.Read More
Price Tiers are now displayed on Products in Prospect CRM for DEAR Inventory & Unleashed users, so you can see the price of the Product for different pricing tiers that have been set up.
Simply search for the Product you're looking for in Prospect (hint: why not try searching in the Products page only rather than searching absolutely everything in the Global Search!) and click on the Price Tier page on the left-hand side. This will show you the different prices for each of the tiers!
Note: if they're blank, it just means the Product doesn't have a price set up for that price tier.
Check out the technical release notes on all the features, functionality and fixes shipped in Version 68 (February-March 2021) in our article here.
It's here...our first ever New Features Wrap Up video has landed! 👏🎉 We're excited to introduce this new series, which rounds up all the exciting feature updates & latest product developments in Prospect! Take a look back at some of the favourites from the end of 2020 and the start of 2021 - watch, like & share here!Read More
For your existing customers, we already import their assigned price tier from your linked Inventory Management/Accounting System. However, for your prospects, you'll need to choose the price tier you wish to use when sending out their first Quote or completing their first order. When creating a Quote via the CRM, you can select the price tier that you wish use, or just use the default pricing set up in your integrated Inventory Management/Accounting System.
Note: this feature is not yet released and will only be available to those who use Unleashed, DEAR Inventory & Prospect CRM Special Pricing - we'll let you know as soon as its available for our other cloud integrations!