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| WHAT CRM EXPERTS ARE SAYING |
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"Excellent job of managing contact and opportunity data…Ease of Use: Excellent." |
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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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| 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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