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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."
Mike Kennedy, CEO
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Prophet
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Start-Up Tutorial and Guide
Click the task below that you want to learn. Each flash movie is less than two minutes and include narrative so put on your headphones or turn up the speakers. Feel free to stop and rewind as often as you want.
If you don’t have flash installed – click here to get the free flash player
Manage Contacts
  1. Add, Edit and Delete Contacts/Companies
  2. Find Opportunities, Emails, Appointments, Tasks and Attachments
  3. Send a Personalized Group Email
Track Sales Opportunities
  1. Create New Sales Opportunity
  2. Update and Edit Sales Opportunity
  3. Create Follow-Up Task and Reminders for an Opportunity
Share and Report
  1. Share Sales Opportunity
  2. Create and Save Standard Reports
Customize
  1. Customize Sales Opportunity Fields
  2. Customize Products and Services
  3. Working with Prophet Folders
Click here to recommend additional task tutorials and give us feedback on the Start-Up Tutorial.
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