Prospect CRM 

Prospect is the #1 Stock-Aware CRM system out there, perfect for any Wholesaler, Distributor, or Manufacturer. This system is an excellent compliment to Unleashed's powerful inventory management capabilities. If you don't already have Prospect & love sales, then trialing Prospect should be top of your to-do-list!

Prospect's Unleashed Integration

Even prior to the arrival of The Access Group, Unleashed & Prospect have worked closely together! As complimentary software it was really a no-brainer to hook the two systems up. Thus, the phenomenal team at Prospect developed a slick Prospect-Unleashed integration where the relevant Stock & Sales data can efficiently transfer between the two systems.

Prospect - Unleashed Data Exchange

The following datasets are exchanged via the Prospect Integration:

Unleashed to Prospect

• Customers
• Suppliers
• Products
• Sales 
• Purchases
• Bill of Materials
• Settings: Warehouses, Taxes, Units of Measure, Currency, and Delivery Methods

Prospect to Unleashed

• New Customers
• New Products
• New Sales

The below links provide further detail on how Unleashed and Prospect integrate and share data:

• Prospect + Unleashed
• Prospect: Full Integration Capabilities
• Prospect: Setting up the Integration to Unleashed
• Prospect: Hints & Tips when settings up Unleashed
• Prospect: Prospect CRM & Unleashed FAQs
• Prospect: Help Centre

Help with Prospect

Although Prospect & Unleashed are now both part of the wider Access Group suite of products, Prospect has direct ownership of the awesome integration they have built. With this in mind, if you require support or advice relating to Prospect's Unleashed integration, or simply want to provide feedback or suggestions, it is recommended that you reach out directly to the team at Prospect.

Prospect Contact Information

Contact Prospect's team via their homepage and contact links here: Prospect: Contact Us

Support: help@prospectsoft.com

Sales Inquiries: sales@prospectsoft.com

Phone UK: +44 330 0880 365

Phone AU: +61 8 6202 9365

Phone NZ: +64 3 568 8365

Phone US: +1 415 941 0365

Website: ProspectSoft.com

Using the Prospect - Unleashed integration

Prospect's Single Sign Up through Unleashed

Interested in checking out Prospect CRM and their integration to Unleashed? We've made it super easy to test this out with a new seamless Single Sign Up (SSU) process, where you can quickly whip up a free trial of Prospect with the Unleashed Integration automatically set up for you. To activate the free trial and integration:

1. From Unleashed's main menu, go to Integration, Integration Store and select the "Prospect" tile.
   
   
2. In the Prospect CRM page, click on the green "Create a free trial".
   
   
   
3. You will be prompted to authorise Prospect CRM's access to the data in your Unleashed Account, select "Allow Access".
   
   
   
4. Once selected the process will begin to build your new Prospect Trial and integration with Unleashed. When this process is complete you'll be able to access your trial by selecting "Go to existing Account". This will take you to the Prospect Dashboard where you can begin to enjoy the benefits of a seamless, stock-aware, CRM system.

Once Prospect's Unleashed integration is active, users of your Unleashed account can gain or request access via their own Unleashed user logins. 
NOTE: The Prospect tile in Unleashed's Integration Store will not display an "Active" or "Inactive" label to confirm if the integration is active. 

Single Sign On with Prospect through Unleashed

Existing Prospect users (or new trialists) can directly access their Prospect account from Unleashed too, using Single Sign On (SSO).

1. From Unleashed's main menu, go to Integration, Integration Store and select "Prospect". 
   
   
2. If your Unleashed User email matches your Prospect User Email, the integration will recognise you as an existing user and the page will update to show a "Go to existing account" button. Selecting this will open up your Prospect account in a new tab.
   

Request Access to Prospect through Unleashed

If you're a user of Unleashed but not currently a user of Prospect CRM, if Prospect CRM is already integrated with your Unleashed account you can request access to the Prospect CRM account. 

To gain access to Prospect CRM through Unleashed:

1. From Unleashed's main menu, go to Integration, Integration Store and select "Prospect". 
2. If your Unleashed user doesn't match a Prospect user email the page will show a "Request permission to existing account" button to select. 
   
   
   
3. Select "Request Access" from within the resulting Prospect tab.
   
   
   
4. A "Request Email" will be sent to your "Prospect Administrator", who can adjust your Prospect permissions so that you can access your Prospect account via Unleashed.