Outlook CRM for Teams | Prophet CRM

ProphetCRM Beginner's Guide

Adding a Contact

Want to add a contact to Prophet? This video will cover the easiest way to do so.

Adding a Company

If you've got a new company that you want to add to Prophet, this video covers the easiest way to do so.

Adding Contacts To An Opportunity

This video will walk you through adding contacts to an Opportunity.

Adding a Contact To a Company

If you want to add a contact to an existing company, this video will walk you through the steps.

Creating A New Opportunity From The Inbox

Want to create Opportunities directly from an email in your inbox? This video will show you how.

Creating A New Opportunity From The Contact Manager

Want to create Opportunities directly from the Contact Manager? This video will show you how to do so without ever opening up the Opportunity Manager.

Adding Notes to an Opportunity

Want to add some notes to your Opportunity? This video will show you how to do so.

Filtering A View By Date Range

Want to filter an Opportunity view by a certain date range? Watch this video to find out how.

Creating a New View

This video will show you how to create a new view from an existing view.

Using Prophet's Total Search Feature

Tired of waiting for all your manager views to load? This video will show you how to enable Prophet's Total Search Feature, allowing you to search all of the data in Prophet that's visible to you from one place.

Creating an Opportunity Task Reminder

Need an easy way to make Task reminders linked to Opportunities? This video will show you how it's done. 

Creating a Calendar Appointment from an Opportunity

This video will cover the easiest way to make a Calendar event from an Opportunity.

Emailing Contacts Associated With An Opportunity

Want to make sure that everybody associated with a particular Opportunity is receiving the same correspondence? This video will show you how.

Opening Opportunities Associated With A Contact

If you want to quickly and easily open up all Opportunities associated a particular contact without searching in the Opportunity Manager, this video will show you how.

Opening A Linked Opportunity Directly From Your Inbox

If you'd like to open up an opportunity linked to an email in your inbox? This video will show you how.

Linking An Email To An Existing Opportunity

Linking an email from your inbox to an Opportunity in Prophet, is a great way to quickly consolidate any relevant information. This video will show you how to do it.

Adding Users To A Prophet Record

Adding Prophet users to records in Prophet is the easiest way to divide up ownership of all the data in Prophet between your employees. This video will show you how to do so.

Merging Contact Records In Prophet

If your finding duplicate contact records in in your Contact Manager, this video will show you the easiest way to consolidate your records.

How To Mark A Personal Contact As Private

If you've got personal contacts in your Outlook that you don't want syncing with Prophet, this guide will show you how to do so.

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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