Outlook CRM for Teams | Prophet CRM

Creating A New Opportunity From The Inbox

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How to create an Opportunity from your Outlook inbox.

Back To The ProphetCRM Beginner's Guide

There are many ways to create an Opportunity record in Prophet, but this video will cover the easiest way to do so directly from an email in your inbox.

Step One: Open up your Outlook inbox.

Step Two: Highlight the email that you'd like to associate the new Opportunity with.

Step Three: Click on the Prophet tab near the top of the window. The Prophet tab will now open up.

Step Four: On the Prophet tab, select "Create" in the Records group near the top left side of the window.

Step Five: An Opportunity will appear on screen auto populated with the content of the email in the notes section, the Contacts name and Company filled in there respective locations, and the original email will be linked to the Opportunity under the "Emails" tab. Make any changes to notes and click on "Add Notes and Track to save them to the Opportunity.

Step Six: Once you are done making changes to the Opportunity, click on "Save and Close" to save your changes.

Congratulations! You've just created an Opportunity directly from an email in your Outlook inbox!

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