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| WHAT CRM EXPERTS ARE SAYING |
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"Prophet, which enhances Outlook's functions, has salespeople hooked." |
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| CUSTOMER TESTIMONIAL |
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Thank you so much for your timely response. I'm sure Prophet will get me on my way to client and sales tracking success! I appreciate the super customer service. I will refer many other agents to your company. |
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Jason Rapoport, Realtor |
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Century 21 |
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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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- She clicks on the down arrow on the View button in the Prophet
toolbar and selects contacts with Activities.
- 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!)
- 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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