Outlook CRM for Teams | Prophet CRM

How to Create an Advanced Workflow

<div>&lt;iframe width="1120" height="630" src="https://www.youtube.com/embed/o8m8DKvBjS0?rel=0" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen&gt;&lt;/iframe&gt;</div>

Creating an Advanced Workflow

Back To The ProphetCRM Beginner's Guide

Advanced workflows allow you to automatically create personalized content that you can send to your customers with just a few clicks, saving you time and enhancing the existing customer relationships you have.

Step One: Navigate to any of the manager menus and select Prophet Administrator for the Tools drop-down menu

Step Two: 
Open the Sales Automation tab and click the New button

Step Three: 
Fill in the File Name and select the Action Type you wish to create and press the OK button

Step Four: 
Open a separate Microsoft Word document and compose the message you wish to save to the workflow

Step Five: 
Inside of Microsoft Word right click on the upper blue tabs and select the Customize Ribbon option and then select the Developer box

Step Six: 
From within the Developer tab insert interactive features such as drop-down menus and date fields 

Step Seven: 
Use the Properties option to customize their appearance and capabilities

Step Eight: 
Copy and paste the finished message from Microsoft Word back into the workflow template and press Save Template button

Step Nine: 
The template will appear in the templates list of the Sales Automation page, to use it select the template and press the Assign button, check the Assign Workflow Template box and choose which stage you wish to assign the workflow to. Then press the Save button

Step Ten: 
Launch the workflow by opening an opportunity in the stage you assigned it to and pressing the Stage button 


Congratulations! You've just mastered Prophet's Advanced Workflow Tool!

Contact Us

Please fill out the form below
or call 1-800-399-8980 24 hours!

Success/Error Message Goes Here

Testimonials

"We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company."

- Frank Mueller, CEO R&R Design

"Each salesperson is like their own business. I tell them to look at their business, understand their business, and take responsibility for it. Prophet helps each of us do just that. It keeps us focused so we don’t get lost in the day-to-day. In our business, it is grow or die. And Prophet helps us grow."

- Charlie Frysinger, President Tyoga Container Company

"As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider."

- Eric Shelton, VP Information Technologies

See More Testimonials