Integration

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Integrate CRM Company Phone numbers over into Mailchimp

The integration between CRM and Mailchimp should automatically include the Company Phone Numbers and any DD (Direct Dial) numbers. The reason for this is that you are able to 'share' the Mailchimp reports on any Prospect campaigns to other colleag...

Guest 8 months ago in Mailchimp 0

1 VOTE

Product Cost Price - Cin7 Core

It would be very useful for companies who dropship orders to be able to use "Fixed" or "Last" cost price rather than average cost which is only populated for items that are stocked. Prospect CRM is stock aware CRM, but it would really help compani...

Guest 9 months ago in Cin7 Core 0

4 VOTE

Don't grey out the numbers for the next month on the calendar when setting a task

If I wanted to set a task on the 1st of March and today is the 28th Feb, I have to click to the next month of the calendar to select the date. It would save a bit of time if these numbers weren't greyed out.

Guest almost 3 years ago in Other 0

1 VOTE

Enhanced Data for Klaviyo Integration (RFN Categorisation)

We have recently integrated Prospect365 into Klaviyo to be able to create more automated email flows for new prospects. Once a prospect has converted to being a buyer they will start to be categorised in RFN. This breaks down a customer into vario...

Guest 9 months ago in Klaviyo 0

1 VOTE

Sync custom fields with Unleashed

It would be great if you could configure a way to sync any CRM custom fields to Unleashed. Particually for Quotes/Orders then you won't lose any data/info inputted in the CRM

Guest 9 months ago in Unleashed 0

3 VOTE

CIN7 - WET tax

Integrate with CIN7's surcharges section as this appears to be the place where the WET tax is applied.

Guest about 2 years ago in Cin7 Omni 0

7 VOTE

Unleashed Order Satus Option when creating new orders in Unleashed

When we pass orders from the CRM to Unleahed we place the order into the status of 'Parked'. We should have a system option for Unleashed customers so the CRM is able to place orders in the status or 'Completed' so the users has less admin within ...

Guest about 5 years ago in Unleashed 1 Good idea awaiting more votes

1 VOTE

Dashboard Orders ability to compare against revenue goals and month last year

Dashboard orders only has comparison against last month which isn't always best option when business has seasonal fluctuations. Equivalent month last year or against goal revenue loaded into goals would be a better measure.

Guest 9 months ago in Integration 1

2 VOTE

System Option for Status of Order in Cin7

A customer would like the option to push through the order from the CRM as either a draft sales order or as a live order. In some scenarios it would be useful to push through just as a draft sales order.

Guest over 1 year ago in Cin7 Omni 0

3 VOTE

QuickBooks: Restrict Order Currency

QuickBooks only allows you to create estimates/orders/invoices in the currency set for the quickbooks customer. Once the customer is created in Quickbooks, the currency cannot be changed. The CRM should restrict the currency of the Quote/Order to ...

Micheal Semple over 2 years ago in Quickbooks Online 0

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