Outlook CRM for Teams | Prophet CRM

Admin Beginner Guide


How to Configure a New User

This video walks you through setting up a Prophet profile for a new user

How to Deactivate a Current User

How to deactivate an account while keeping all the data assigned to it organized and ready for the next user

How to Reassign a License 

Assigning a current or deactivated account to a new individual - and all the records associated with it 

How to Delete a User 

Make sure all records associated with a user are reassigned before permanently deleting an account 

How to Search Current Users

An easy way to check up on a specific account 

How to Adjust User Hierarchy 

How to set and alter the chain of command when it comes to data accessibility and editing privileges

How to Create and Edit Departments 

Defining what a department does and how to add and alter them to fit your business needs \

How to Create a Template 

A step by step to creating opportunity templates for the various departments of your organization 

How to Edit a Template 

Tips on how to tailor opportunity templates to fit your business and the data you need to track 

How to Create Product and Service Groups 

How to create groups to track the various products and services your company offers 

How to Customize the Contact Tab 

Need to track specific customer information? This video shows you how 

How to Customize Company Manager Tabs 

Keep companies information organized with custom information tabs 

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Testimonials

"We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company."

- Frank Mueller, CEO R&R Design

"Each salesperson is like their own business. I tell them to look at their business, understand their business, and take responsibility for it. Prophet helps each of us do just that. It keeps us focused so we don’t get lost in the day-to-day. In our business, it is grow or die. And Prophet helps us grow."

- Charlie Frysinger, President Tyoga Container Company

"As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider."

- Eric Shelton, VP Information Technologies

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