How to add a contact in Prophet CRM.
There are many different ways to add a contact to Prophet, but this video will cover the simplest way to do so from the Contact Manager.
Step One: In the Contact Manager, click on the button that says “New” near the top left of the window. A drop down menu will appear.
Step Two: In the drop down menu, select “New Contact”. A pop up window will appear.
Step Three: In the pop up window that appears, enter all of the relevant information and click “Create New Contact”.
Step Four: An Outlook Contact window will come up with all of the contacts information that you had typed automatically filled in. You can make any additions if needed.
Step Five: Click on “Save & Close” to add the new contact to both Prophet and Outlook.