Outlook CRM for Teams | Prophet CRM

Adding A Contact

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How to add a contact in Prophet.

Back To The ProphetCRM Beginner's Guide

There are many different ways to add a contact to Prophet, but this video will cover the simplest way to do so from the Contact Manager.

Step One: In the Contact Manager, click on the button that says "New" near the top left of the window. A drop down menu will appear.

Step Two: In the drop down menu, select "New Contact". A pop up window will appear.

Step Three: In the pop up window that appears, enter all of the relevant information and click "Create New Contact".

Step Four: An Outlook Contact window will come up with all of the contacts information that you had typed automatically filled in. You can make any additions if needed.

Step Five: Click on "Save & Close" to add the new contact to both Prophet and Outlook.

Congratulations! You've just added a Contact in Prophet!

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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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