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Outlook CRM for Sales & Marketing

Outlook CRM for Sales & Marketing

Prophet CRM by Avidian

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Prophet CRM Admin Beginner’s Guide

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    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.

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

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