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| WHAT CRM EXPERTS ARE SAYING |
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"If you know how to use Outlook, you'll be able to figure out Prophet." |
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| PROPHET CRM WEBINAR |
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“The more you learn, the more you earn.” Therefore we take pride in putting together webinars that will add value to your learning and earnings. Please join us for one of our fun and educational webinars. |
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Other upcoming webinars |
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Create a Consistent & Repeatable Sales Process
February 24
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How to Use Prophet CRM for Managing your Sales Team
March 3
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| Notes, History and Product/Service Configuration |
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From the Notes screen, you may enter new notes or read existing ones.
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see larger image
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You may also view the (read-only) history of activities for the opportunity you select. This is set when using the Tracking type drop-down values when adding new notes.
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see larger image
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From the Products/Services screen, you may:
- Assign products and services to opportunities.
- Remove products and services from opportunities.
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see larger image
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The dropdown list of products and services is not created or edited on your Mobile device: rather, it is created using Administrative rights on Prophet Personal or Prophet Server and then synched to the device. Thus, the same product and service names are used consistently throughout your organization, for reporting purposes.
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| For more information about Prophet Mobile: |
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| Prophet Mobile |
| Synching Opportunities to the Palm |
| Opportunity Management |
| Contact and Company Management |
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