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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

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