 |
 |
 |
|
|
"We are really impressed with how quick and easy Prophet is to customize and
implement. I especially like the way Prophet is built directly into Outlook.
It's a great solution."
|
|
Danny Kolke, CEO
Etelos Systems
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
|
| Jane is now taking the opportunity to clean-out defunct contacts
and polish up the good ones. The better the contact list in quantity and
quality, the more effective the user is as a business relationship
professional. |
|
| Jane wanted to get two things done to organize her contacts: |
|
|
1. |
Delete or edit old contacts to update with current information |
|
|
2. |
Insert every important contact into a category to make sending
group emails, quick lookups and other organizational tasks easier. Here’s how
to categorize a contact: |
|
|
|
| a. |
Open the contact by double clicking in the Prophet List Window |
|
| b. |
Click on the Categories button on the lower right hand side |
|
| c. |
Select the categories to add this contact to or create new
categories in the master list. |
|
|
|
 |
|
| Next Step –
Start Tracking an Opportunity |
|
|
|
|
