| Here’s how to customize the product groups and
products: |
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1. |
Click on the Avidian Prophet folder in the Outlook Mailbox |
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2. |
Click on the drop-down arrow next to tools > select Configure
Products (this opens the Prophet Administrator which customizes both the
products and the activity areas) |
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3. |
Delete the default product groups. For Jane, she adds her own; the
three product groups she outlined in Step Two. |
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4. |
Under each product group, add the relevant products with the
appropriate pricing and quantity. |
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| Here is how to customize the activity window to track
a sales process: |
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1. |
Click on the Activity Window tab in Prophet Administrator |
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2. |
Click on Sales Stage in the Activity Field window |
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3. |
Either delete the default sales stages or edit to fit your
particular way of doing business. Jane simply edited the Sales Stages to fit
the process that is outlined above. See the screenshot below. |
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4. |
Want to customize any other spot on the activity window? This is
the place to do it! Only want to look at probabilities on a 25%, 50% and 75%
basis? Click on probability and edit the fields in the same way. |
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| The last area Jane is going to customize is her sales
lead source. This is done in the exact same way as the sales stage, except she
alters the Sales Source field to match-up her primary sources of leads: |
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Client Referral |
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Lead from Broker |
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Mortgage Broker Lead |
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Outdoor Advertising |
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Repeat Client |
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Safeway Program |
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Website |
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Yellow Pages |
