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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.  To view our complete user guide click here.
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 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
Importing Contacts from Excel
Mail Merge in Prophet
 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
Contact Reports by Category
 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
 Pre-Install Best Practices   Hide
Prophet & Your Outlook Contacts
Public vs. Personal Contact Folders
Clean Up Your Contacts
 Full-Length Trainings   Hide
Prophet OnDemand Administrative Training
Enterprise Administrative Training
Introductory User Training
Advanced User Training
 Prophet 5 Reporting Series   Hide
Prophet & Your Outlook Contacts
Public vs. Personal Contact Folders
  
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Copyright(c) 2004 – 2012 Avidian Technologies, Inc. All Rights Reserved. Prophet and other Avidian Technologies; products and brands are
registered trademarks or trademarks of Avidian Technologies, Inc in the U.S. and/or other countries. Outlook is a registered trademark
of the Microsoft Corporation.