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Associating Opportunities with eMail Response Replies

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An agent can also associate an opportunity with any reply to an eMail Response message. This informs sales representatives about the status of an outstanding issue for the account, so the sales effort can be adjusted appropriately. As with service requests, if an agent associates an eMail Response reply with an opportunity, additional email interactions in the same email thread are automatically associated with the same opportunity.

To associate an opportunity with a reply

Follow Step 1 through Step 8 of To reply to an inbound eMail Response message.
In the Outgoing Messages form, click the select button in the Opportunity field.
In the Pick Opportunity dialog box, use one of the following methods to associate an opportunity with the reply.
To associate an existing opportunity with the reply, select the opportunity, and then click OK.
To associate a new opportunity with the reply, click New, enter a name for the Opportunity, and then click OK.
When you are ready to send the message, click Send.

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