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Adding A Company

October 8, 2019 by warrens

How add a new company in Prophet CRM.

Back to Prophet CRM Beginner’s Guide

There are a couple ways to add a new company into Prophet, but this video will cover the easiest way to do so from the Company Manager.

Step One: From within the Company Manager click on “New” near the top left of the window. A drop down menu will appear.

Step Two: On the drop down menu select “New Company”. A pop up window will appear.

Step Three: In the window that came up, enter in all of the companies information.

Step Four: Hit “Save and Close” to save the new company in Prophet.

Congratulations! You’ve just added a company in Prophet!

Category iconBeginner Guide,  CRM Training

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https://www.youtube.com/watch?v=90Y8DGWdAuE&ab_channel=WarrenStokes

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