How can I delete categories that are appearing in Prophet?

  1. In Contact Manager, go to Tools > Prophet Administrator

    Avidian Prophet CRM: Prophet Administrator Drop-Down

  2. Select the Categories tab.

    Avidian Prophet CRM: Prophet Administrator Categories

  3. Highlight any categories you’d like to remove from Prophet and then click “Remove.”

  4. If this category is assigned to any contacts or companies within Prophet, you will get a message letting you know how many contacts/companies are assigned to the category.

    Avidian Prophet CRM: One Contact

  5. Click OK to continue.

  6. The category will be deleted and the assignment will be removed from the contacts/companies as well.