Archive
Blog Archives

How do I assign Companies to other Prophet Users?

When you use Prophet, you may come across a time where you will want to either be assigned to Prophet Companies or assign other Prophet User(s) to Companies from within Prophet. Assigning Companies in Prophet allows users to easily look up who is in control of the Prophet Company. Below are the steps on how […]

  • |
  • April 4, 2016

How do I add a category to a company record?

You can assign Categories to your Company Records, and these categories can then be used to filter companies in your view or within reports. There are two ways to get a category to appear in the company’s categories list: Your administrator can add company categories from Tools > prophet Administrator > Categories in prophet. When […]

  • |
  • August 16, 2015

How do I create views in contact and company manage?

If your contacts are already in Outlook, you will simply need to adjust your view within the Contact and Company Managers to tell Prophet which contact folder you want it to sync with. To do this, in Contact Manager and Company Manager, go to the drop-down next to the view, select Tools and then select […]

  • |
  • August 16, 2015

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 […]

  • |
  • August 16, 2015

How do I eliminate duplicate companies in my Prophet company manager?

The most common reason for duplicate company information in prophet is the company name is represented differently across several records (spelling, punctuation, capitalization). For example, if four company records are imported into Prophet with the following company names, TH Enterprises, T-H Enterprises, th-enterprises, they will be treated as THREE separate companies, even though all three […]

  • |
  • August 16, 2015