How to link an email to an existing Opportunity in Prophet CRM.
Linking emails to Opportunities is a great way to keep all of your relevant information in one place. If you’ve got an email in your inbox that you’d like to link to an Opportunity you can follow these steps to get it attached.
Step One: Open up your inbox and highlight the email that you’d like to link to an Opportunity.
Step Two: With the email highlighted, open up the Prophet tab near the top of the window and in the “Records” group, select “Link”. A search window will pop up.
Step Three: In the search window, search for the opportunity that you’d like the email linked too.
Step Four: Once the opportunity you’d like to link to the email appears in your search results, highlight it and click on “Link” at the bottom of the search window.