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Outlook CRM for Sales & Marketing

Outlook CRM for Sales & Marketing

Prophet CRM by Avidian

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Prophet CRM User Guide

The Prophet CRM User Guide

Installing the Prophet CRM Add-In

  • Outlook Desktop App for Windows
  • Outlook 365 Web App
  • Outlook for Mac

How to Sign Up for Prophet CRM

  • Signing up with your email
  • Signing up with Microsoft Account
  • Joining an existing Prophet CRM team from an invitation

Contacts

  • Creating and Editing Contacts
  • Adding Profile Photos

Companies

  • Creating and Editing Companies
  • Adding Contacts to Companies

Timeline

  • Recording Activities and Notes
  • Attaching Documents
  • Searching & Filtering the Timeline

Properties

  • Creating Properties
  • Ordering and Hiding Properties

Tasks

  • Creating and Editing Tasks
  • Viewing Tasks
  • Deleting Tasks

Lists

  • Creating Lists
  • Filtering Lists
  • Copying Lists
  • View Your Lists
  • Deleting Lists

Administration

  • Adding / Removing Users
  • Updating User Privileges
    • Admin/User
    • Deleting Data
    • Syncing Contacts
  • Managing Payment Methods

 

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

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    Avidian Technologies

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    Bellevue, WA
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