Outlook CRM for Teams | Prophet CRM

Adding A New Contact To A Company

<h4>&lt;iframe width="1120" height="630" src="https://www.youtube.com/embed/VmnbHbhmzFk?rel=0" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen&gt;&lt;/iframe&gt;</h4>

How to add a new contact to an existing company.

Back To The ProphetCRM Beginner's Guide

This video will cover the easiest way to add a new contact to an existing company record. You can bring up the company record a couple different ways by searching for it using Prophets Total Search feature, in the Company Manager, or by clicking on the name of the company from with an Opportunity.

Step One: Bring up the company record that you'd like to add a contact to.

Step Two: In the contacts tab of the company record, click "Add...". A pop window will appear.

Step Three: Add in all of the contacts applicable information and select "Create New Contact".

Step Four: An Outlook Contact window will appear. You can make any additions here.

Step Five: Click "Save & Close" to add the contact to Outlook, Prophet, and the company record.

Step Six: Once you are done making changes to the company record click "Save and Close" to save any changes to the company record.

Congratulations! You've just created and added a new contact to a company!

Contact Us

Please fill out the form below
or call 1-800-399-8980 24 hours!

Success/Error Message Goes Here


"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

See More Testimonials