One of the most useful features in Prophet CRM is the ability to Auto Link a contact’s email address to an Opportunity. This will allow all emails going through your inbox from those emails to be linked to and accessible from the Opportunity.
Each unique email address can only be Auto Linked to one opportunity at a time, if there is a contact associated with multiple active opportunities, you will have to pick one as the primary record that the emails will be linked to.
If you have a build older than 7.8.300, you will need to upgrade to the latest version otherwise you will only be able to Auto Link contacts one at a time.
Click here for steps on how to update to the latest version of Prophet CRM.
How to auto link an individual contact to an Opportunity record in Prophet CRM.
Back to Prophet CRM Beginner’s Guide
Step One: Open up the opportunity record you would like to Auto Link the contact to.
Step Two: Click on the Contacts tab near the top of the Opportunity and check the box in the “Auto Link Emails” column for the contacts whose emails you would like Auto Linked. If the contact is already Auto Linked to another opportunity, a prompt will appear making sure you want to overwrite the previous link.
Step Three: Once you are done linking the contacts to the record, make sure to save the Opportunity to preserve the settings.
How to auto link all contacts associated with an Opportunity record in Prophet CRM.
Back to Prophet CRM Beginner’s Guide
Step One: Open up the opportunity record you would like to Auto Link all the contacts to.
Step Two: Click on the Contacts tab near the top of the Opportunity and click on the “Auto-Link All” button. All contacts with an email address will have their “Auto Link Email” box checked. If the contact is already Auto Linked to another opportunity, a prompt will appear making sure you want to overwrite the previous link.
Step Three: Once you are done linking the contacts to the record, make sure to save the Opportunity to preserve the settings.