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Emailing Contacts Associated With An Opportunity

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How to email contacts associated with an Opportunity.

Back To The ProphetCRM Beginner's Guide

Having the option to email contacts associated with an Opportunity is a great feature to utilize when you want to make sure that everybody associated with a certain Opportunity are receiving the correct correspondence.

Step One: Open up the Opportunity that you would like to send out an email to the contacts of.

Step Two: From within the Opportunity, select "Email" from near the top center of the window.

Step Three: A pop up will appear, giving you the option to select which contacts associated with the Opportunity are added to the email. Make your selection and click on "OK". An email will appear with the selected contacts added.

Step Four: Compose your message.

Step Five: Hit "Send" to send the email.

Congratulations! You've just send out an email to contacts associate with an Opportunity!

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“We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company.”

- Frank Mueller CEO R&R Design

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