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Need a quick walk through on how to use the basics of Prophet CRM? Our Beginner Guide will get you up to speed in no time at all!
Click on any of the titles below to get started.
Adding a Contact
Want to add a contact to Prophet? This video will cover the easiest way to do so.
Adding a Company
If you’ve got a new company that you want to add to Prophet, this video covers the easiest way to do so.
Adding Contacts To An Opportunity
This video will walk you through adding contacts to an Opportunity.
Sending a Group Email
This guide will show you how to send a Group Email
Adding a Contact To a Company
If you want to add a contact to an existing company, this video will walk you through the steps.
Creating A New Opportunity From The Inbox
Want to create Opportunities directly from an email in your inbox? This video will show you how.
Creating A New Opportunity From The Contact Manager
Want to create Opportunities directly from the Contact Manager? This video will show you how to do so without ever opening up the Opportunity Manager.
Adding Notes to an Opportunity
Want to add some notes to your Opportunity? This video will show you how to do so.
Filtering A View By Date Range
Want to filter an Opportunity view by a certain date range? Watch this video to find out how.
Creating a New View
This video will show you how to create a new view from an existing view.
Using Prophet’s Total Search Feature
Tired of waiting for all your manager views to load? This video will show you how to enable Prophet’s Total Search Feature, allowing you to search all of the data in Prophet that’s visible to you from one place.
Creating an Opportunity Task Reminder
Need an easy way to make Task reminders linked to Opportunities? This video will show you how it’s done.
Creating a Calendar Appointment from an Opportunity
This video will cover the easiest way to make a Calendar event from an Opportunity.
Emailing Contacts Associated With An Opportunity
Want to make sure that everybody associated with a particular Opportunity is receiving the same correspondence? This video will show you how.
Opening Opportunities Associated With A Contact
If you want to quickly and easily open up all Opportunities associated a particular contact without searching in the Opportunity Manager, this video will show you how.
Opening A Linked Opportunity Directly From Your Inbox
If you’d like to open up an opportunity linked to an email in your inbox? This video will show you how.
Linking An Email To An Existing Opportunity
Linking an email from your inbox to an Opportunity in Prophet, is a great way to quickly consolidate any relevant information. This video will show you how to do it.
Adding Users To A Prophet Record
Adding Prophet users to records in Prophet is the easiest way to divide up ownership of all the data in Prophet between your employees. This video will show you how to do so.
Merging Contact Records In Prophet
If your finding duplicate contact or company records, this video will show you the easiest way to consolidate your records.
How To Mark A Personal Contact As Private
If you’ve got personal contacts in your Outlook that you don’t want to sync with Prophet, this guide will show you how to do so.
How to Create An Advanced Workflow
Want to make your workflows more personalized and dynamic than ever? This guide will show you how.
How to Manage Teams within Prophet CRM
If you’re the boss and need some tips to keep up with the team check out the article above.
How to Auto Link Contacts to an Opportunity
If you want to auto link your contacts emails to Opportunities this guide will show you how.
How to configure Document Generation
If you want to auto-populate quotes and invoices this tutorial will show you how!