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
- Creating and Editing Contacts
- Adding Profile Photos
- Creating and Editing Companies
- Adding Contacts to Companies
- Recording Activities and Notes
- Attaching Documents
- Searching & Filtering the Timeline
- Creating Properties
- Ordering and Hiding Properties
- Creating and Editing Tasks
- Viewing Tasks
- Deleting Tasks
- Creating Lists
- Filtering Lists
- Copying Lists
- View Your Lists
- Deleting Lists
- Adding / Removing Users
- Updating User Privileges
- Admin/User
- Deleting Data
- Syncing Contacts
- Managing Payment Methods