Step 3: Set your Preferences

Now that you've downloaded all the parts you need and logged in and ready to start customizing! Let’s start with your settings. 

In this article we'll be covering:

  • Setting your preferences
  • Email settings
  • Notification
  • Google Sync Settings
  • API Keys

You’ll find your settings in the expandable menu on the left hand side of the ProsperWorks web app. We'll start with your preferences.

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My Preferences

Here you can upload a nice profile image, as well as setup the timezone you operate in, the date format you want to use, along with settings around your tasks.

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Email settings

ProsperWorks can sync the emails between you and your contacts into the system. 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.

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Important Note:
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.

 

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.  

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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.

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 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 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.  

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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.  

Most users won’t need to access the API to get the full value of ProsperWorks. However, if you do, the API Keys allow you to access our API for those types of interaction. Here is our API Documentation if you do need to understand the capabilities.


Go to Step 4: How-to use your CRM

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