Outlook CRM for Teams | Prophet CRM

How to Configure a New User

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Configuring a New User Step by Step:


Recently acquired a license from Prophet CRM? Excellent! Follow these quick steps to get the account completely set up and ready to start working.

Step One: Navigate to the User Management menu

Step Two:
Press the Configure New User button

Step Three:
Fill in the required information fields

Step Four:
Set user access and editing capabilities using the various tabs on the left side of the window

Step Five: Press the Save button (doing this will send a registration email to the email previously provided)

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