Online Tutorial for Prophet Contact and Sales Management Software

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	Rock-Pond Solutions

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FAQ

Quick Start Guide

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Start-Up Tutorial and Guide for Prophet Sales and Contact Management Software

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. Learn how Prophet helps manage your sales process and contacts.

If you don’t have flash installed – click here to get the free flash player.

Contact Manager Hide

Creating contacts and company records

Managing contacts and company records

Adding contacts

Looking up contact names

Creating groups for your contacts

Adding notes for your contacts

Searching for data on contacts

Deleting contacts from contact managers

Managing Opportunities Hide

Creating opportunities

Looking up saved opportunities

Managing follow up tasks

Customizing the opportunity window

Sharing sales opportunities

Managing emails associated with opportunitites

Managing tasks associated with opportunitites

Tracking information in opportunities part 1

Tracking information in opportunities part 2

Customizing the opportunity window

Introduction to the opportunity window

Company Records Hide

Creating groups for your company records

Creating new company records

Looking up company records

Associating contacts to company records

Adding notes for your company records

Cleaning up your company records

Advanced Features Hide

Prophet Search

Sales Assistant

Workflow

Prophet Reports Hide

Prophet standard reports

Report Overview

Standard Pipeline Report

Custom Pipeline Report

Creating custom reports

Standard Account Sales Reports

Standard Won/Loss Reports

Filtering and Sorting Reports in Report Manager

Viewing Prophet reports in Excel

Outlook Tutorials Hide

Introduction to the Outlook Contact Item

Managing your Outlook Contacts Part 1

Managing your Outlook Contacts Part 2

Assigning a category to a group of contacts at one time

Using Outlook Tasks

Creating a Contact item from an email

Moving Contacts between different Outlook Contact folders

Creating Auto Text templates

Importing Contacts from Excel into your Outlook Contact folder

Contact Management Software

Contact Manager Software

Business Contact Manager

Sales Tracking Software

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