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Scenario for Associating an Email with an Opportunity

This scenario gives one example of how you might use Oracle CRM On Demand Desktop to associate an email with an opportunity. You might use Oracle CRM On Demand Desktop differently, depending on your business model.

A sales representative opens an email from an external contact's company. This email explains that the purchasing director at the external contact's company has changed. The representative knows that this information is important for the Big Deal opportunity. The representative shares this email with the Oracle CRM On Demand server and associates it with the opportunity, making sure that the entire sales team who are working on the opportunity are aware that there is a new purchasing director. Oracle CRM On Demand Desktop synchronizes this information with the Oracle CRM On Demand server as an activity record that is associated with the opportunity, along with the original email as an activity attachment.

When the representative shares the email with the Oracle CRM On Demand server, the representative can choose the sales data with which the email is associated. To associate the external contact with the email, the representative clicks the Contacts button and selects the contact that is suggested in the list. To associate the Big Deal opportunity with the email, the representative types the name in the Opportunity control. If the external contact is associated with the Big Deal opportunity, then Oracle CRM On Demand Desktop presents the opportunity in the list of suggested opportunities when the representative clicks Opportunity. The representative chooses the record for the Big Deal opportunity, and then Oracle CRM On Demand Desktop links the email to the opportunity.