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Outlook CRM for Sales & Marketing

Outlook CRM for Sales & Marketing

Prophet CRM by Avidian

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Mobile Guide/FAQ’s

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    How To Guide:

    • How do I install Prophet Mobile?
    • How do I log into Prophet Mobile?
    • How do I add contacts, companies, or opportunities into ProphetMobile?
    • How do I enter notes into Prophet Mobile?
    • How I edit a contact, company, or opportunity?
    • How can I connect with my contacts, contacts, and opportunities?

    How do I install Prophet Mobile?

    You can install ProphetMobile by visiting the Apple App Store and the Google Play Store.

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    How do I log into Prophet Mobile?

    You will use your Prophet assigned username and password.

    If you are an On-Premise customer you will need your Server URL. This can be adjusted in Settings.

    If you need to reset your Prophet Password: Follow the instructions here! Note that you will need to update the Prophet password in your Outlook client to match.

    Note: Pull down from the top to refresh the app’s views.

    How do I add contacts, companies, or opportunities into Prophet Mobile?

    • First, tap on one of the pictures on the bottom of the app labeled Contacts/companies/opportunities.
    • Second, hit the “+” symbol located in the top right.
    • Third, fill out all pertinent information and hit save in the top right.


    How do I enter notes into Prophet Mobile?

    The easiest way to create a note is to:

    • Search for the contact, company, or opportunity from the home page.
    • Tap on the client or company you wish to create a note for.
    • Type in or press the talk-to-text microphone icon on your mobile device to input your note.
    • Make sure to click save!

    How I edit a contact, company, or opportunity?

    • Tap on any contact, company, or opportunity you wish to edit.
    • Then, in the upper right-hand corner of your device, tap the three horizontal dots
    • Select edit.
    • Don’t forget to save!

    How can I connect with my contacts, contacts, and opportunities?

    You can connect with contacts/opportunities in multiple ways. Simply slide a piece of contact information with your finger to the left to reveal icons to call, email, create a task, or find the location of your contact. Then, click on the desired method.

    Note that if there no phone, address, or email listed the icons for those actions will not appear.

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

    Contact Us

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      Avidian Technologies

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      Bellevue, WA
      98004

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