Need a quick walk through on the basics of how to set up Prophet CRM? Our Beginner Admin Guide will get you up to speed in no time at all!
Click on any of the titles below to get started.
How to Configure a New User
This video walks you through setting up a Prophet profile for a new user.
How to Deactivate a Current User
How to deactivate an account while keeping all the data assigned to it organized and ready for the next user.
How to Reassign a License
Assigning a current or deactivated account to a new individual – and all the records associated with it.
How to Delete a User
Make sure all records associated with a user are reassigned before permanently deleting an account.
How to Search Current Users
An easy way to check up on a specific account.
How to Adjust User Hierarchy
How to set and alter the chain of command when it comes to data accessibility and editing privileges.
How to Create and Edit Departments
Defining what a department does and how to add and alter them to fit your business needs.
How to Create a Template
A step by step to creating opportunity templates for the various departments of your organization.
How to Edit a Template
Tips on how to tailor opportunity templates to fit your business and the data you need to track.
How to Create Product and Service Groups
How to create groups to track the various products and services your company offers.
How to Add Additional Product / Service Fields
How to use the Product & Service extension fields to track more information per product line item.
How to Customize the Contact Tab
Need to track specific customer information? This video shows you how.
How to Customize Company Manager Tabs
Keep companies information organized with custom data fields.
How to Configure Exchange Public Folders
Share linked emails, appointments, and tasks!
How to Manage Prophet Users
How to reassign Prophet Records when deleting or changing Users.
How to Configure Document Generation
If you want to auto-populate quotes and invoices this tutorial will show you how!
How to Create Opportunities in other Departments
How to create opportunities in other departments.