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How can I delete categories that are appearing in Prophet?

In Contact Manager, go to Tools > Prophet Administrator Select the Categories tab. Highlight any categories you’d like to remove from Prophet and then click “Remove.” If this category is assigned to any contacts or companies within Prophet, you will get a message letting you know how many contacts/companies are assigned to the category. Click […]

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  • August 16, 2015

How do I share categories with other users?

For any Outlook categories that you create, you must have the other users add those into their Master Category List in Outlook in order to share those between multiple users. The easiest way to do this is to create a “dummy” contact in Prophet and assign ALL categories to this contact. The reason behind this […]

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  • August 16, 2015