You click the 'Email' tab inside of a Opportunity and no emails appear.
- In the Emails tab of the Opportunity window, first click the Refresh button to refresh your folder list.
- 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.
- 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.
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
This board requires you to be registered and logged-in to view hidden content.