Step 2: Setting up your Preferences

Ok, now that you understand the basic terminology inside of ProsperWorks, let’s go over your Preferences!

 

In this article we'll be covering:

  • Setting up your company name and account currency
  • Setting up your profile
  • Visibility options for emails that are synced into the system
  • Configuring your Google integrations
  • Documentation for the API

 

You can find your Preferences under your Settings:

 

 

Company Preferences

Company Preferences allow you to update the name of your account, so make sure it’s set to your liking!  You can also set the currency you would like to use for your account and reports. Keep in mind, you can only set one currency for your account.

 

 

My Preferences

Here you can upload a nice profile image, as well as set-up the time zone you operate in, the date format you want to use, along with settings around your tasks.

 

 

 

Email Settings

ProsperWorks can sync the emails between you and your contacts into the system.  Email Settings allow you to configure whether or not the emails are synced into the system and the visibility of those emails to other users.  This is an important area because it can dictate whether other users can view email correspondence you’ve had with contacts.  This can be helpful for collaboration among your team.  Only email correspondence you have with contacts stored in ProsperWorks will be synced into the system.

 

Two Important Notes:

1.  The “Mark all my synced emails public by default” setting is an INDIVIDUAL setting and is set by each user.  There is no way to force this setting from an admin level.

2.  The “Mark all my synced email public by default” setting decides how emails will initially sync, though you can retroactively make an email public or private by click on the lock icon.


Find more information on Email Settings here.

 

Notifications

Getting the right notifications can be key.  This setting lets you not only customize what types of notifications you receive, but where they come from.  In addition, you can also set when you automatically follow records.  If you follow a record you can get updates when changes are made or notes are added.


All notifications are set ON by default and each user must configure their own preferences.  

To see your notifications settings, please go to Settings -> Notifications

 

 

Google Sync Settings

We've built tight integrations with your favorite Google Apps like Gmail and Calendar, in order to reduce data entry and ensure you have access to highly accurate information in real time.

To see your Google Sync settings, please go to Settings ->Google Sync Settings

When you sign up with your Google account, ProsperWorks will automatically sync all email conversations you have had with contacts saved in the system.  It’s important to think about whether you would like this to happen before you authenticate with Google, or your users accept their invitation to join ProsperWorks in their Gmail as emails will have to be individually deleted if you no longer want to store them.

Under Google Sync Settings you can choose to sync ProsperWorks Tasks to your Google Calendar, which can be helpful when planning your week!

Lastly, ProsperWorks is designed to be your system of record and where you store all of your business contacts.  In light of this, ProsperWorks has a 1 way sync to your Google Contacts.  If selected, your ProsperWorks People records will be added to a sub folder in Google Contacts labeled “ProsperWorks” and updated automatically if any changes are made in ProsperWorks. It will only update name, email and phone number in your Google contacts.

It is important to note that changes in Google Contacts are not updated in ProsperWorks since it is a 1 way sync only. There are third party tools to create a 2 way sync. Read more here.  

 

 

 

API Keys

The ProsperWorks Web API allows you to access and build your own applications that interact with ProsperWorks in more complex ways than the integrations we provide out-of-the-box.  

To get your API keys, go to Settings -> API Keys.

Here is a guide to our API Documentation

 

Now let's go on to Step 3: Managing your Users

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