I’m not seeing any other users’ data.

First, check with your Prophet administrator to verify that the user permissions have been setup so that you can view the data of other users. Your administrator will need to log onto the Prophet Administrative website and in the User Management section, first check the Hierarchy View Access to ensure your hierarchy access was set to “Peers” or “Peers and Manager.”

Prophet CRM: Hierarchy View Access View

If you are trying to see the data of a user or users in another department, also check the Cross Department Access section to ensure you were given either Read-Only access or Read-Write access to the data of the other department.

Prophet CRM: Cross-Department Access View

Next, verify that the views in Prophet are set to see each other’s data as opposed to just the data that is assigned to you.

In Contact or Company Manager, in the Contact/Company selection area, choose to select contacts/companies by User Assignment(s), and then select records that are either visible to you, assigned to specific users (after selecting this option you can then add each user whose data you want to view), or select all contacts/companies.

Prophet CRM: Contact View Options View

Similarly, in Opportunity Manager, select records that are either visible to you, assigned to specific users, or all records for your department.

Prophet CRM: User Assignment View

If you are looking to view the opportunities for a department different than the one you are assigned to, create a view to include the records from multiple departments.

Prophet CRM: Assign Manager and Access Level

Once you have selected the departments to include in your view, once again select records that are either visible to you, assigned to specific users, or all records for that department.