How Do I Sync My Outlook Contacts With Prophet?

Symptoms
You have contacts in Outlook that you want to access in Prophet.

Solutions
1. Open up Contact Manager and select Edit this view .

2. Change Select Records By: to Contact Folder(s) .

3. Check the Outlook contact folder you want to sync to Prophet, click Add if it isn't in the current list.
4. Click Ok to save the view.
5. Click the Tools drop down.

6. Select Resync Data -> Resync Contact Data .

7. Wait for your contact...

How do I follow a opportunity or user?

Purpose
If you wish to recieve notifications from an opportunity or user change

Solutions
Pre-Requisite Knowledge
The follow function is a local setting on each Prophet user’s computer. In order to follow either a particular user or a particular record do the following.
**NOTE: Only a Prophet Administrator can follow users but a Prophet User can follow records, just not other users.**

Following an Opportunity/User

In the Prophet...

What are the best practices for Importing data to Prophet?

Process
The Prophet Import Tool is a wonderful feature that allows you to bring in information from any Excel formatted worksheet into Prophet. However, there are a few best practices that can help you to ensure you are bringing in your data in the best possible way.

Excel Workbook
contact, company, and opportunity information. Each of these data types must be imported separately. For that reason it is best practices to create...

How Do I Create an Opportunity in Different Departments?

Symptoms
When you create an Opportunity, it is always created in the Opportunity Department to which you are assigned. This walk through is to show you how to create an opportunity in a department you have access to, but are not assigned to.

Solutions
Step A: Initial Setup (Template Creation)
You will only need to complete Step A for the initial setup. Continue to Step B if you already have a template created.

Create a...

How do I merge contacts or companies?

Symptoms
You have duplicate contacts or companies and would like to merge them into one entry

Solutions
Merge Opportunities
*There is no way with out doing an Import/Export to easily merge opportunities together*

Merge Companies

Open 'Company Manager' in Outlook
Load a view that has both duplicate companies shown
Click to highlight the first company
While holding down CTRL , click the duplicate company
With both companies highlights,...

How do I edit/set up a View
I want to ensure I can see all records or add additional columns to an existing view.

Solutions
Views are based on two things: Your user level (Admin or User) and your Hierarchy permissions (Own and Reports, Peers, Peers and Mgr)

Edit a View

Open a Prophet Manager folder (Contact Manager, Company Manager, or Opportunity Manager)
Select the view you wish to edit from the drop-down (Contacts, Companies, or Opportunities)

Click the ' Edit this View '...

How do I create a custom report in Prophet?
Our Report Wizard walks you through the process of selecting the query criteria for a new report and selecting the fields you wish to include in your new report. You can also edit an existing report to alter these criteria once the report is create by selecting a report and clicking the “Edit” button. The Report Designer allows you to customize the display format of the report.

Tips & Tricks

If you are reporting primarily on opportunity data,...

How do I setup a view for Prophet Mobile on my Phone?

[size=120Pre-Setup:
Use Outlook to create a 'Mobile' view for use on your Smartphone.
Due to the screen size limitation you can only display the first two columns of any view in Prophet’s mobile phone application.

Solution Steps:

Ensure that the Prophet Mobile application is closed on your device.
On your computer with Outlook and Prophet, from ‘Contact Manager’ click the ‘down arrow’ next to the name of the view you are...

Prophet's Offline Mode

Overview:
Prophet’s Offline Mode can be used if you know that you’ll have your PC, but no Internet connection, such on a flight. It can’t be used if you suddenly lose your Internet connection. It needs to be prepared while you do have Internet access.

Add to Available Offline List:
To save items to your offline list, right-click one or more Opportunities, Contacts or Companies, and select
“Add to Available Offline list”.
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Note that standard Windows...

What can Prophet Mobile do (and not do)?

Prophet Mobile Web is a web-based application that can be used on most smartphones, including the iPhone, as well as iPads, and any PC that has Internet Browser capabilities and an internet connection.

Ways To Access Prophet Mobile:
Web Browser

Mobile Applications:

What You Can Do

Quickly locate, call or email a Prophet Contact
Create new Opportunities
Edit existing Opportunities
Review existing notes or add new ones
Use your...

How do I share contact categories with other Prophet users?

Symptoms
If your company uses categories for customers and would like those categories to be global for the whole company.

Solutions
For any Outlook categories that you create, you must have the other users add those into their Master Category List in Outlook in order to share those between multiple users.

The easiest way to do this is to create a “dummy” contact in Prophet and assign ALL categories to this contact. The reason...