Mobile Guide/FAQ’s - Avidian | Prophet CRM

Mobile Guide/FAQ’s

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How do I install Avid Mobile?

Open App Store or Google play on your mobile device and search for Prophet Mobile. You can also click on the buttons below.

How do I log into Avid Mobile?

You will use your Avid assigned username and password
If you are an On-Premise customer you will need your Server URL. This can be adjusted in Settings.
If you need to reset your Avid Password: Follow the instructions here! Note that you will need to update the Avid password in your Outlook client to match.
Pull down from the top to refresh the app’s views.

How do I add contacts, companies, or opportunities into Avid Mobile?

Tap on one of the pictures on the bottom of the app labeled Contacts/companies/opportunities
Hit the “+” symbol located in the top right
Fill out all pertinent information and hit save in the top right

How do I enter notes into Avid Mobile?

Search for the contact, company, or opportunity from the home page
Tap on the client or company you wish to create a note for
Type in or press the talk-to-text microphone icon on your mobile device to input your note
Make sure to click save

How I edit a contact, company, or opportunity?

Tap on any contact, company, or opportunity you wish to edit
Then, in the upper right-hand corner of your device, tap the three horizontal dots
Select edit
Make sure to click save

How can I connect with my contacts, contacts, and opportunities?

You can connect with contacts/opportunities in multiple ways. Simply slide a piece of contact information with your finger to the left to reveal icons to call, email, create a task, or find the location of your contact. Then, click on the desired method.
Note that if there no phone, address, or email listed the icons for those actions will not appear.

How can I reset my password?

Go to prophetondemand.com and enter your email in the top box (see the picture to the right)
Select ‘Forgot your password?’ in the are below
An email will be sent to you with instructions on how to set a new password

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