Prophet Mobile Web User Guide

Transcription

1 Prophet Mobile Web User Guide Avidian Technologies nd Ave NE Redmond, WA Phone AVIDIAN ( ) - Toll Free Toll Free Fax

2 SECTION 1 - SYSTEM REQUIREMENTS 3 SECTION 2 - CONTACTS 3 SECTION 3 - COMPANIES 4 SECTION 4 - OPPORTUNITIES 6 SECTION 5 - RESOURCES 8 Page 2 of 8

3 SECTION 1 - SYSTEM REQUIREMENTS Prophet Mobile Web User Guide Prophet Mobile Web is a web-based application that can be used on most newer smartphones that have Internet Browser capabilities and an internet connection. Here s what you can do with Prophet Mobile Web: Quickly locate and call or a Prophet Contact Create new Opportunities Edit existing Opportunities Use your Smartphone to stay up to date with your sales pipeline SECTION 2 - CONTACTS In order to access your Contacts in Prophet Mobile, click on Prophet Contacts from the home screen. This will load the Contacts view. From here you can Search for a Contact, Create a New Contact, Add Notes to a Contact, and Edit existing Contacts. With your Mobile Device: Open the Contact by clicking on its entry in the Name column Send an to the Contact by clicking on its entry in the column Call the Contact by clicking on its entry in the Phone column Search for a Contact 1. In the Search field, type in all or part of the name of the Contact that you are looking for 2. Click Go 3. The Contact you are searching for will be displayed Create a new Contact 1. Click the New Contact button 2. A new, blank Contact form will appear. Fill out the data for this Contact. Note that addresses and web pages will function as live links. a. Clicking on an address will open your Mobile device s software b. Clicking on a web page will open your Mobile device s browser to the selected website 3. When all of the appropriate data is entered, click the Save button 4. Click the Close button to return to the Contacts view Page 3 of 8

4 NOTE: If the Contact that you create contains an entry in the Company field, a new Prophet Company will be created for you containing the Company-specific information. Add notes to a Contact 1. Open the Contact you wish to add notes to 2. Click the Edit button 3. Type the note into the Add Note: field 4. Click the Add button. The note will be added to the Existing Notes field 5. Click Save NOTE: Notes are stamped with the Date, Time, Time Zone and Modified By information. Edit an existing Contact 1. Open the Contact that you wish to edit 2. Click the Edit button 3. Add, edit or delete whatever information you would like to change 4. Click Save SECTION 3 - COMPANIES In order to access your Companies in Prophet Mobile, click on Prophet Companies from the home screen. This will load the Companies view. From here you can Search for a Company, Create a New Company, Add Notes to a Company, Edit Existing Companies, and View the Contacts Associated to a Company. With your Mobile Device: Open the Company by clicking on its entry in the Name column Call the Company by clicking on its entry in the Phone column Page 4 of 8

5 Search for a Company 1. In the Search field, type in all or part of the name of the Company that you are looking for 2. Click Go 3. The Company you are searching for will be displayed Create a New Company 1. Click the New Company button 2. A new, blank Company form will appear. Fill out the data for this contact. Note that addresses and web pages will function as live links: a. Clicking on an address will open your Mobile device s software b. Clicking on a webpage will open your Mobile device s browser to the selected website 3. When all of the appropriate data is entered, click the Save button 4. Click the Close button to return to the Companies view Add Notes to a Company 1. Open the Company you wish to add notes to 2. Click the Edit button 3. Type the note into the Add Note: field 4. Click the Add button. The note will be added to the Existing Notes field 5. Click Save NOTE: All notes are stamped with the Date, Time, Time Zone and Modified By information. Edit Existing Companies 1. Open the Company that you wish to edit 2. Click the Edit button 3. Add, edit or delete whatever information you would like to change 4. Click Save View the Contacts Associated to a Company 1. Open the Company whose Contacts you wish to view 2. Click the Contacts button. The Company Contacts view will load, showing all of the Contacts associated to the selected Company 3. With your Mobile Device: Open the Contact by clicking on its entry in the Name column Send an to the Contact by clicking on its entry in the column Call the Contact by clicking on its entry in the Phone column Page 5 of 8

6 SECTION 4 - OPPORTUNITIES In order to access your Opportunities in Prophet Mobile, click on Prophet Opportunities from the home screen. This will load the Opportunities view. From here you can Search for an Opportunity, Filter Opportunities by the Sales Status and Sales Stage, Create a New Opportunity, and Edit an Existing Opportunity. Search for an Opportunity 1. In the Search field, type in all or part of the name of the Company, Contact or Description of the Opportunity that you are looking for 2. Click Go 3. The Opportunities you are searching for will be displayed Filter Opportunities by the Sales Status and Sales Stage 1. Click the dropdown arrow next to the Sales Status or Sales Stage fields 2. Select the Sales Status and Sales Stage of the Opportunities you wish to view 3. Click the Go button 4. The Opportunities that are in the same Sales Stage and Sales Status that were selected will be displayed Create a New Opportunity 1. Click the New Opportunity button. A new, blank Opportunity form will appear 2. Associate the Opportunity to a Company or Contact To associate a Company to the Opportunity a. Click the Company button Page 6 of 8

7 b. Select any Companies that you want to associate, and click Save To associate a Contact to the Opportunity a. Click the Contact button b. Select any Contacts that you want to associate, and click Save 3. Fill out the data for this Opportunity, making sure to put entries into any required fields 4. Click the Save button when you have entered all of the data for that Opportunity Tab Note: Each Opportunity is comprised of several Opportunity Tabs. Different Opportunity Tabs can be selected by scrolling between them using the Scroll Left and Scroll Right buttons. 5. Click the Close button to return to the Opportunities view Edit an Existing Opportunity 1. Open the Opportunity that you wish to edit 2. Change the associated Company or Contact To change the Company associated to the Opportunity a. Click the Company button b. Select any Companies that you want to associate, and click Save Page 7 of 8

8 To change the Company associated to the Opportunity a. Click the Contact button b. Select any Contacts that you want to associate, and click Save 3. To edit the contents of the Opportunity Tab, click the Edit button 4. Add, edit or delete whatever information you would like to change 5. Click Save 6. Use the Scroll Left and Scroll Right buttons to select any other Opportunity Tab that you would like to edit SECTION 5 - RESOURCES If you have any questions about how to use Prophet Web Mobile, need Technical Support or have a Customer Service issue, please let us know. We re happy to assist. Call us: us for Technical Support: support@avidian.com Submit a ticket, or browse our online solutions: us for Training: training@avidian.com Submit a ticket, or browse our online training: Page 8 of 8