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Dashboard – See a picture of your Sales Pipeline with the number of Opportunities at each stage in the sales process, the gross revenue for each stage, and the projected revenue for the next 15, 30, 60 and 90 days and more. |
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| 2. |
Today’s Activities – Review a list of any appointments and tasks you have for today and see the Opportunity information directly related to that event. |
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| 3. |
Today’s Opportunities – Call up the Opportunity Window associated with your appointments and tasks so you can review the details of the sale before connecting with your customer. |
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| 4. |
Update Activities – Open any appointment or task with a single click and make changes or mark it complete and the information is updated in both Outlook and Prophet. |
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| 5. |
Prophet Resources – Shortcuts to Prophet Help and Prophet Tutorials give you an easy way to get using Prophet quickly or refresh your knowledge on important Prophet functions. |