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Opening A Linked Opportunity Directly From Your Inbox

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How to open a linked Opportunity directly from your inbox.

Back To The ProphetCRM Beginner's Guide

Opening up a linked opportunity from an email in your inbox is a great way to quickly open and edit your opportunities without having to wait for your views to load in the opportunity manager.

Step One
: Open up your inbox and highlight the email linked to the Opportunity you would like to open.

Step Two: Click on the Prophet tab located near the top of the window, once it opens, in the "Records" group click "Open".

Congratulations! You've just opened up a linked record from your inbox!

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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

"Each salesperson is like their own business. I tell them to look at their business, understand their business, and take responsibility for it. Prophet helps each of us do just that. It keeps us focused so we don’t get lost in the day-to-day. In our business, it is grow or die. And Prophet helps us grow."

- Charlie Frysinger, President Tyoga Container Company

"As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider."

- Eric Shelton, VP Information Technologies

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