SitePad CRM now provides greater control over how prospects are classified when they are created in Syrinx.

Within Settings > Syrinx Integration, when Send New Prospects to Syrinx is enabled, you can enter a single default Company Type. This value must exactly match the corresponding Company Type configured in Syrinx.

For businesses that use multiple company types, enable Syrinx Company Type held on Prospect and save the settings. A new Company Types (in Syrinx) panel will then appear, allowing you to add all the available Syrinx Company Types. Again, each value must exactly match its corresponding record in Syrinx.

Once configured, a Company Type selector will appear when adding or editing a prospect. Users can select the appropriate classification, and SitePad will send the prospect to Syrinx using that Company Type.

This improvement helps ensure prospects are correctly classified from the outset, reduces manual amendments in Syrinx and keeps data consistent across both platforms.