Outlook CRM for Teams | Prophet CRM

Using Prophet's Total Search Feature

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How to use Prophet's Total Search Feature.

Back To The ProphetCRM Beginner's Guide

Using Prophet's Total Search Feature is a great way to search through all of your accessible Prophet Data without waiting for your views to load in each separate manager.

Step One: Open up your Total Search Tool located at the top of your Outlook window.

Step Two: Enter in the keywords that you would like to search for and click on "Search" or press the enter key. All of the items that show up in the search results can be opened up and edited.

Step Three: You can choose to filter through the results by selecting the checkbox next to the data type that you'd like displayed in the results.

Congratulations! You've just mastered Prophet's Total Search Tool!

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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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