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How to Edit a Template

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Editing a Template Step by Step: 

Templates refer to the window that opens when you click on a record within the opportunity manager. Opportunities (or whatever phrase your business uses) are one of the primary features of Prophet and the data they track is what will help you better understand your sales pipeline and enhance your forecasting capabilities. Make sure to spend time tailoring your templates to fit what data each department should be tracking and what they are using the data for.

Step One: Navigate to the Templates menu

Step Two: Select which template you would like to edit and press the Edit button

Step Three:
Select the edit button of the tab or data field within a tab that you wish to customize

Editing the data fields in the product and services tab will effect product and service groups (see video)

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"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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