Associating an Opportunity to an Email Communication
Email communications can be associated to open opportunities. Associated emails will appear in the “Emails” block of your opportunities. This feature gives you easy access to all communications throughout an opportunity’s life cycle, and will contribute to future platform insights regarding likelihood of an opportunity to close.
Users can use the association feature for opportunities like they can with any other record. However, the way to associate an opportunity may differ. Below are the different ways an email or emails can be associated to an opportunity.
Compose E-mail Window
When you are composing an email in the “Compose E-mail” window, under the “To” field there is a “Related Opportunity” field. You can enter the name of an open opportunity as long a contact record related to the opportunity is in the two field. Start typing in the name of the opportunity and it should appear in a drop-down menu.
In the “Lead Conversion” window, there is a check box at the bottom of the window with the option to “Associate email(s) with opportunity” click this while following the lead conversion process and all email communications associated to the lead will be associated to the opportunity.
**By default, the “Associate email(s) with opportunity” field is not checked.
On an opportunity record, you can use the “Find Existing’ search bar to add an email communication to an opportunity. To do so:
You can also remove an associated email from an opportunity record. To do so:
**If you change your mind, you can associate the communication again.
Opportunities can also be associated to an email from the messages module. If you associate the communication to an account or contact that is also associated to an open opportunity, a window will appear asking if you would like to associate to an open opportunity. Click on the pink “Yes” button.
**If you do not wish to associate the email communication, click on the gray “No” button. You can associate later if you change your mind.
If there are multiple open opportunities associated to the account or contact, the message will contain a drop-down menu of available opportunities you can relate the email communication to. Click on the respective opportunity name and click on the pink “associate” button.
**If you do not wish to associate the email communication, click on the gray “Do Not Associate” button. You can associate later if you change your mind.