Prophet - Easy CRM Software For Outlook CALL 1-800-399-8980

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. If you don’t have flash installed – click here to get the free flash player.  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   View  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  Online Classes   Hide Administrative Training Introductory User Training Advanced User Training  Prophet 5 Reporting Series   Hide Prophet & Your Outlook Contacts Public vs. Personal Contact Folders Clean Up Your Contacts

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