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

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