What can Prophet Mobile do (and not do)?

Prophet Mobile Web is a web-based application that can be used on most smartphones, including the iPhone, as well as iPads, and any PC that has Internet Browser capabilities and an internet connection.

Here’s what you can do with Prophet Mobile Web:

  • Quickly locate, call or email a Prophet Contact

  • Create new Opportunities

  • Edit existing Opportunities

  • Review existing notes or add new ones

  • Use your mobile device or iPad to stay up to date with your sales pipeline

How to access Prophet Mobile

Login to the Prophet Mobile site: http://www.prophetondemand.com/prophet/mobile/

Prophet CRM: Login to Prophet Mobile

You will then see this page which is broken out by Contacts, Companies, and Opportunities.

Prophet CRM: Mobile Main View

Contact Records

In order to access your Contacts in Prophet Mobile, click on Contact Records from the home screen (above). This will load the Contacts view.

From here you can Search for a Contact, Create a New Contact, or Open a Contact by clicking on the contact’s name.

Prophet CRM: Mobile Main Records View

Upon opening the contact, you can add contact notes, edit the contact’s general information, as well as send an email or make a call from your mobile device (see below).

Prophet CRM: Mobile Contact Details View

Search for a Contact

  1. In the Search field (circled in red below), type in all or part of the name of the Contact that you are looking for. Click Go.

  2. The Contact you are searching for will be displayed.

    Prophet CRM: Mobile Contact Records Search View

Create a New Contact

  1. Click the New Contact button (circled in red below).

    Prophet CRM: Mobile Contact Records New Contact View

  2. A new, blank Contact form will appear. Fill out the data for this Contact (see below).

    Prophet CRM: Mobile Contact Records View

    • Clicking on an email address will open your Mobile device’s email software.

    • Clicking on a web page will open your Mobile device’s browser to the selected website.

  3. When all of the appropriate data is entered, click the Save button.

  4. Click the Close button to return to the Contacts view.

Contacts added via Prophet Mobile will immediately be added to the server and will be searchable to other users in Contact Manager.

Upon trying to open the contact in Contact Manager in Outlook, you will receive this message:

Prophet CRM: Mobile Contact Could Not Open View

Click Yes and the contact will be added to your Working Contact Folder in Outlook.

When you create a contact via Prophet Mobile, the company associated with the contact is added to Prophet automatically. Along with the company name, the address, phone number, website, fax, etc. entered for the contact will automatically be added to the company record. If the company already exists in Prophet, the new contact will be added to the existing company record (as long as the spelling is exactly the same).

Prophet Mobile Does Not:

  • Check for duplicate contacts already in the database

  • Add contact to Outlook Contacts (working contact folder) without first opening contact in Contact Manager

  • Allow you to categorize contacts

  • Allow you to delete contacts from Prophet

  • Allow you to search the Activities tab

  • Allow you to attach files to the contact

  • Allow you to assign Sales Automation actions to the contact

  • Allow you to track data in Contact Manager’s user tab (custom tab)

  • Allow you to follow contacts using Prophet Instant

Company Records

In order to access your Companies in Prophet Mobile, click on Company Records from the home screen.

Prophet CRM: Mobile Company Records View

This will load the Companies view. From here you can Search for a Company, Create a New Company, Add Notes to a Company, Edit Existing Companies, and View the Contacts Associated to a Company.

When you create a contact via Prophet Mobile, the company associated with the contact is added to Prophet automatically. Along with the company name, the address, phone number, website, fax, etc. entered for the contact will automatically be added to the company record. If the company already exists in Prophet, the new contact will be added to the existing company record (as long as the spelling is exactly the same).

With your Mobile Device:

  • Open the Company by clicking on its entry in the Name column.

  • Call the Company by clicking on its entry in the Phone column.

    Prophet CRM: Mobile Companies View

Search for a Company

  • In the Search field, type in all or part of the name of the Company that you are looking for.

  • Click Go.

  • The Company you are searching for will be displayed.

    Prophet CRM: Mobile Search View

Create a New Company

  1. Click the New Company button (shown below).

    Prophet CRM: Mobile New Company View

  2. A new, blank Company form will appear. Fill out the data for this contact. Note that email addresses and web pages will function as ‘live’ links:

    • Clicking on an email address will open your Mobile device’s email software.

    • Clicking on a webpage will open your Mobile device’s browser to the selected website.

  3. When all of the appropriate data is entered, click the Save button.

  4. Click the Close button to return to the Companies view.

If the company name already exists in Prophet (exact spelling is necessary), you will receive this message:

Prophet CRM: Mobile Name Already Exists View

Edit a Company Record

  1. Open the Company you wish to edit or add notes to.

  2. Click the Edit button (shown below).

    Prophet CRM: Mobile Edit Company Record View

  3. Type the note into the Add Note field (shown below).

    Prophet CRM: Mobile Add Note View

  4. Click the Add button. The note will be added to the Existing Notes field.

  5. Edit any additional information to update address, phone, etc.

  6. Click Save.

NOTE: All notes are stamped with the Date, Time, Time Zone, and Modified By information.

View the Contacts Associated to a Company

  1. Open the Company whose Contacts you wish to view.

  2. Click the Contacts button (shown below).

    Prophet CRM: Mobile View Contacts in a Company View

  3. The Company Contacts view will load, showing all of the Contacts associated to the selected Company.

With your Mobile Device:

  • Open the Contact by clicking on its entry in the Name column.

  • Send an email to the Contact by clicking on its entry in the Email column.

  • Call the Contact by clicking on its entry in the Phone column.

Companies added via Prophet Mobile will immediately be added to the server and will be searchable to other users in Contact Manager.

Prophet Mobile Does Not:

  • Allow you to add a new contact from within the company (you would need to do that from the contact section)

  • Allow you to delete companies from Prophet

  • Allow you to search the Activities tab

  • Allow you to attach files to the company

  • Allow you to assign Sales Automation actions to the company contacts

  • Allow you to track data in Company Manager’s user tabs (custom tabs)

  • Allow you to add/view Parent-Child relationships

  • Allow you to categorize companies

  • Allow you to follow companies using Prophet Instant

  • Allow you to set follow-up appointments or tasks

  • Allow you to flag companies as accounts

Opportunity Records

In order to access your Opportunities in Prophet Mobile, click on Records from the home screen.

Prophet CRM: Mobile Opportunity Records View

This will load the Opportunities view. From here you can Search for an Opportunity, Filter Opportunities by the Status and Stage, Create a New Opportunity, and Edit an Existing Opportunity.

Search for an Opportunity

  1. In the Search field, type in all or part of the name of the Company, Contact or Description of the Opportunity that you are looking for.

  2. Click Go.

  3. The Opportunities you are searching for will be displayed.

Filter Opportunities by the Status and Sales Stage

  1. Click the drop-down arrow next to the Status or Stage fields.

  2. Select the Status and/or Stage of the Opportunities you wish to view.

  3. Click the Go button.

  4. The Opportunities that are in the same Stage and/or Status that were selected will be displayed.

Create a New Opportunity

  1. Click the New Opportunity button (see below). A new, blank Opportunity form will appear.

    Prophet CRM: Mobile Records New Opportunity View

  2. Associate the Opportunity to a Company or Contact.

To Associate a Company to the Opportunity

  1. Click the Company button.

  2. Select any Companies that you want to associate, and click Save.

To Associate a Contact to the Opportunity

  1. Click the Contact button.

  2. Select any Contacts that you want to associate, and click Save.

    Prophet CRM: Mobile Records Contact to Opportunity View

After selecting a contact for the opportunity, Prophet Mobile will not automatically associate all contacts within that company. You have to add contacts separately, and vice versa.

Fill out Data in the Opportunity

  1. Fill out the data for this Opportunity, making sure to put entries into any required fields.

  2. Click the Save button when you have entered all of the data for that Opportunity Tab.

    Prophet CRM: Mobile Fill Out Opportunity Record View

  3. Note: Each Opportunity is comprised of several Opportunity tabs: General, Products/Services, Contacts, Company, and Notes.

  4. Different Opportunity tabs can be selected by scrolling between them using the ‘Scroll Left’ and ‘Scroll Right’ buttons (see below).

    Prophet CRM: Mobile Fill out Revenue of Opportunity View

  5. Click the Close button to return to the Opportunities view.

Change the Company and/or Contacts Associated to the Opportunity

  1. Click the Company or Contact button

  2. Select any Company that you want to associate/replace, or select any contact you wish to add, and click Save.

    Prophet CRM: Mobile Opportunity Records Details View

Edit an Existing Opportunity

  1. Open the Opportunity that you wish to edit.

  2. Click the Edit button.

  3. Use the Scroll Left and Scroll Right buttons to select which tab you want to edit/view (General, Products/Services, Contacts, Company, and Notes).

  4. Add, edit or delete whatever information you would like to change.

  5. Click Save.

Send an Email from the Opportunity

  • Click the Contacts tab at the bottom of the opportunity.

    Prophet CRM: Mobile Navigation Bar

  • Click the contact’s email address and an email open.

Place a Call from the Opportunity

  1. Click the Contacts tab at the bottom of the opportunity.

    Prophet CRM: Mobile Navigation Bar

  2. Click the contact’s phone number and the contact’s number will appear in your dialer.

Opportunities added via Prophet Mobile will immediately be added to the server and will be searchable to other users in Opportunity Manager.

Prophet Mobile Does Not:

  • Allow you to add a new contact from within the opportunity (you would need to do that from the contact section)

  • Allow you to delete opportunities from Prophet

  • Allow you to attach or view files within the opportunity

  • Allow you to process Workflow actions

  • Allow you to view or track data in any other opportunity tab except General, Products/Services, Contacts, Company, and Notes

  • Allow you to link emails (even those sent from the opportunity in Prophet Mobile) to the opportunity

  • Allow you to follow opportunities using Prophet Instant

  • Allow you to set follow-up appointments or tasks

  • Allow you to copy opportunities