Why are linked emails not showing up in the 'Emails' tab of my Opportunity?

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Why are linked emails not showing up in the 'Emails' tab of my Opportunity?

Post by admin » Fri Mar 09, 2018 2:34 pm

Why are linked emails not showing up in the 'Emails' tab of my Opportunity?
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123.PNG (15.43 KiB) Viewed 346 times
123.PNG
123.PNG (15.43 KiB) Viewed 346 times
Symptoms
You click the 'Email' tab inside of a Opportunity and no emails appear.

Solutions
  1. In the Emails tab of the Opportunity window, first click the Refresh button to refresh your folder list.
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    oppimage1.png
    oppimage1.png (41.29 KiB) Viewed 346 times
  2. Make sure that your Outlook folders are selected in the Emails tab and click Search. Prophet searches in all folders selected for the linked items.
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    oppimage2.png
    oppimage2.png (63.61 KiB) Viewed 346 times
  3. Your email will now appear in the Emails tab. The folder it refers to is the folder in Outlook where the email resides. If you happen to move the email to another folder within Outlook, the folder name will be updated in Prophet automatically. If you permanently delete the email, it will no longer appear in Prophet.
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    oppimage3.png
    oppimage3.png (54.64 KiB) Viewed 346 times
Once you set this for one Opportunity, you will not need to set this again for other Opportunities once you hit save and close.

If you're still having issues after that you'll need to setup a support ticket by clicking HERE or call us: +1.800.399.8980

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