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Product Suggestions
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Created by Guest
Created on Nov 14, 2018

Update Help Link in CRM

This is something Andy has mentioned and would like doing pretty soon if possible as the current drop-down is a little outdated. 

We need to update the drop-down (as shown in the video below) in the CRM with 5 new options outlined below. This would need to be rolled out to all users and internally. 

https://www.useloom.com/share/33a8c249f0dc4287bf7493cb018dc6d6 

The options listed below are the ones that should be under the help icon in the CRM once expanded out - these are in chronological order:

  • ProspectSoft Academy (link to academy.prospectsoft.com)
    • Get started with easy-to-follow guides and videos for Free Trialists, Users, Administrators & Developers
  • Help Docs 
    • Search our extensive product and help documentation for answers to common questions and tasks.
  • Product Suggestions (link to https://prospect365-ideas.ideas.aha.io/)
    • Got a good idea? Vote on feedback from other users, or log new product suggestions of your own.
  • Chat With Us
    • Need help with something specific? Our friendly Customer Success Team will be more than happy to help.
  • More Resources (link to this in new tab: https://www.prospectsoft.com/resources)
    • There are plenty of free resources you can access from us at ProspectSoft here. 
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