How to Configure a New User
Recently acquired a license from Prophet CRM? Excellent! Follow these quick steps to get the account completely set up and ready to start working.
How to Deactivate a Current User
Deactivating a user is a great way to keep the user’s records organized while bringing on a replacement or taking extra time to assign them to another user within your organization.
How to Reassign a License
Reassigning a license is an effective way to transfer all records assigned to one user to another in the event of a position change. When the license is reassigned an email link will automatically be sent to the new user providing steps on how to activate their account.
How to Delete a User
There are two key things to note before deleting a user:
How to Search Current Users
Searching through all current users is useful for large businesses that have a large number of licenses. Doing so allows you to quickly locate a specific account and make any desired changes to its accessibility and status.
How to Adjust User Hierarchy
The user hierarchy determines who can view and edit certain data within your companies records. The organization is imperative to maintaining a healthy CRM system so be careful when you are adjusting user hierarchy.
How to Create and Edit Departments
Departments are crucial to tracking and separating different types of data within your organization. Heres a quick tutorial on how to make and edit them.
How to Create a Template
Templates refer to the window that opens when you click on a record within the opportunity manager. Opportunities (or whatever label your business uses) are one of the primary features of Prophet and the data they track is what will help you better understand your sales pipeline and enhance your forecasting capabilities. Make sure to spend time tailoring your templates to fit what data each department should be tracking and what they are using the data for.
How to Edit a Template
Templates refer to the window that opens when you click on a record within the opportunity manager. Opportunities (or whatever phrase your business uses) are one of the primary features of Prophet and the data they track is what will help you better understand your sales pipeline and enhance your forecasting capabilities. Make sure to spend time tailoring your templates to fit what data each department should be tracking and what they are using the data for.
How to Create Product and Service Groups
Product and service groups, just like they sound, are lists of various tangible and intangible items your business offers for a certain price. Being able to track them is crucial to keeping track of what has been purchased by a customer and forecasting what will be in the near future.
How to Customize the Contact Tab
Tracking customer information is useful for a wide variety of reasons, but not every company may need to track the same kinds of information as others. Track whatever information is important to your company by customizing the additional contact information tab.
How to Customize Company Manager Tabs
Just like tracking customer information, tracking company information is useful yet what information is needed is different for each business.
Creating Opportunities in Other Departments
You can create a new record for any department directly from your Manager Views, or from open Contact, Company and Opportunity Records.
If you don’t already have multiple department access, a Prophet Admin will need to Create Departments, assign a Custom Template, and grant Read/Write Cross-Department Access.
Submit the form and our Team will get back to you within 24 hours
10800 NE 8th St, Suite 918 Bellevue WA 98004