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Automation

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Bulk Close Cases/Problems

It will be extremely useful to be able to bulk close multiple Cases/Problems at once. For example if there are multiple cases in a specific status they can be closed in one go.
Guest about 1 year ago in Automation 0

Set Follow Up Call or Task at Company Level

At the moment you can add an activity to company level / contact level. But you can only set follow-ups against a contact. It would be great if you could set up follow-up against a company. Or even better, be able to write your activities against ...
Guest about 3 years ago in Automation 1 Planned

Create a schedule send option for emails

This is a common function in gmail and others....we should be able to set a date for sending emails instead of it needing to be live. Can be very helpful to schedule out emails.
Guest about 1 year ago in Automation 0

Allowing for Automating Process within an Opportunity

I have used another CRM "Mercury" which was in a different industry and it was heavily customisable to be able to Automate workflow and processes. It would be great if in Prospect you could Automate a workflow eg, when an opportunity is moved to t...
Guest 30 days ago in Automation 0

Set up a follow-up date from an activity.

Follow up is key to success. When logging call / activity notes, it would be great if you could set the follow date from that entry. This means you'd never loose past notes and each call is its own activity. e.g. next to the 'POST' button, have a ...
Guest about 3 years ago in Automation 1

Automation Flows - add a post sales email

For situations where perhaps 3 days after the order has been taken, you wish to ask for feedback/a review. Would be a great addition to our Automation Flows feature. This can be based on the CRM order date.
Guest 7 months ago in Automation 0

Linkedin / Data Cleansing Opportunity: Having a link between Linkedin and Prospect to flag contacts recorded in the CRM who moved on from their company.

Finding a way for Prospect Soft to “scan” Linkedin and send us an alert for potential contacts in our CRM who may no longer work in the company/division they are currently saved under would help us ensure our data is up to date. Alternatively, bei...
Guest about 2 years ago in Automation 0

Bulk reallocation of Tasks

We would like to be able to re-allocate tasks in bulk to a number of different users. If for example, one of our staff is absent and has 60 due Tasks, we would like to be able to reallocate those to say, 3 other members of the team. There is no bu...
Guest over 2 years ago in Automation 3 Planned

Recurring / Standing Orders

Have the ability to set up recurring / standing / subscription orders for customers. For example, for rental equipment customers are charged a rental fee monthly at the end of the month. Typical parameters: Chosen transaction date, frequency (mont...
Guest over 2 years ago in Automation 2

Enter discount price to auto calculate discount percentage from List price.

As per Unleashed quotations - you can have the List price and then enter Discount price. This then automatically populates the % discount on your behalf.
Guest about 1 year ago in Automation 0