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"We have been users of several CRM, Contact Management and collaboration tools.
Our immediate productivity with Prophet amazed us all. We are very satisfied
with the quality of the product, the integration with Outlook and the support
that we receive. It was one of the best decisions that we have made."
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Mike Kennedy, CEO
Revenue Traction
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| As Jane and Mark progress through the sales process, Jane wants to
update which stage he is at and insert critical notes. Here’s how she does it: |
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1. |
She clicks on the down arrow on the View button in the Prophet
toolbar and selects contacts with Activities.
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2. |
From this list she selects Mark Sexton which brings up all of the
sales activities she has set-up with Mark (currently just the one, but who
knows in the future!) |
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3. |
By double clicking on the duplex sales opportunity in the list,
the Opportunity Window pops open and she edits accordingly. |
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| When she has completed the process and the duplex closes, she
closes out the opportunity using the Won/Loss field and the Reason field in the
Opportunity window. It looks like this: |
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| Next Step –
Generate a Report |
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