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.
This video walks you through setting up a Prophet profile for a new user.
How to deactivate an account while keeping all the data assigned to it organized and ready for the next user.
Assigning a current or deactivated account to a new individual – and all the records associated with it.
Make sure all records associated with a user are reassigned before permanently deleting an account.
An easy way to check up on a specific account.
How to set and alter the chain of command when it comes to data accessibility and editing privileges.
Defining what a department does and how to add and alter them to fit your business needs.
A step by step to creating opportunity templates for the various departments of your organization.
Tips on how to tailor opportunity templates to fit your business and the data you need to track.
How to create groups to track the various products and services your company offers.
How to use the Product & Service extension fields to track more information per product line item.
Need to track specific customer information? This video shows you how.
Keep companies information organized with custom data fields.
Share linked emails, appointments, and tasks!
How to reassign Prophet Records when deleting or changing Users.
If you want to auto-populate quotes and invoices this tutorial will show you how!