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Account Management dashboard reflecting invoice dates rather than order dates.

Currently it shows false positives for us with regards to At Risk clients who actually have backorders, this can sometime take over a month to complete. It would be great for RFM to refer to the invoice date, which is updated once backorders shipp...
Guest 9 months ago in Automation 0

Option to update Opportunity Value based on latest quote value

this will help to improve the accuracy of the future pipeline without having to rely on manual updates which are often skipped
Guest over 1 year ago in Automation 1 Already exists

customer account manager and customer type as set in DEAR into CRM

Please can we have a feature whereby when a customer is set up In DEAR Inventory that the set customer account manager and Customer type is pulled through into Prospect.
Guest over 2 years ago in Automation 0

Import Sage delivery addresses as Delivery Locations

Sage has functionality to set up delivery addresses but our Automation Manager imports don't currently support this. It would be good if we could add an import item to pull these through into the Delivery Locations table and link them to the origi...
Guest over 4 years ago in Automation 0

Automatically populate the Turnover field for a company based on last 365 days sales data

This obviously gets out of date over time when it has to be manually set, and becomes irrelevant unless manually updated. If integrating to other software, such as Unleashed, Cin7 etc, then the sales data is in Prospect anyway, so it seems logical...
Guest about 2 years ago in Automation 0

Report of orders from customers who received marketing campaign

We would like a automatic way to see orders that came in within a timeframe from a contact receiving a marketing campaign without having to manually set the order source.
Guest about 1 year ago in Automation 0

Enquiry - When converting, all information (Summary) is saved as an activity. Allows visibility of information more efficiently once converted.

Currently all information within the summary field box is retained within the enquiry even when converted. This is key information regarding contacts and or businesses and would be beneficial to have this imported directly to an activity at time o...
Guest about 1 year ago in Automation 0

Automated quote reminders

Is it possible for automatic emails to be sent to remind prospects of quotes sent
Guest almost 3 years ago in Automation 1

Set on-hold for orders when quote-to-order workflow buttons are used

Useful as allows all changes and check to be made once an order has been confirmed before sending through to the inventory management system - reduces the risk of in stock items being shipped to incorrect address's or invoices be rejected as allow...
Guest over 1 year ago in Automation 0

Relevant SIC Code(s) to be added automatically to a company page by the CRM.

New and existing companies in our CRM are currently saved under various sectors/sub sectors fields so we can report accordingly. This process is time consuming and not 100% accurate. Since ProspectSoft CRM is able to pull out address data automati...
Guest over 1 year ago in Automation 0