•With the Email Opportunities module, you will have the ability to create an Opportunity directly from an email.
•If the email was generated from a website request in one of the known standard formats (Wedding Wire, The Knot, or your business website), EventPro can populate the new Opportunity with details based on information from within the email body and create a new Lead for the Opportunity.
•If the email is not from one of the known sources, you can still create an Opportunity from the email, but less information will transfer over automatically.
•In EventPro Setup, ensure that you have defined: Lead Sources, a Default Lead Status, and a Default Opportunity Status.
1.In the email selection grid, select the email from which you want to create an Opportunity.
2.In the right-hand panel, go to the Linking tab.
3.Click the Create Opportunity button.
4.The Opportunity edit form opens.
5.Opportunity Information:
a.If the email was in one of the known standard formats (Wedding Wire, The Knot, or your business website), EventPro will use the information to populate the relevant fields in the Opportunity and create the Lead.
b.If it was just a regular email, some limited information will be filled in for the Opportunity. You will need to create or select a Lead, and fill in other information. The email content will be pulled into the Opportunity's Comments tab.
c.The email communication will already be attached in the Opportunity's Communications tab and Linked To the Opportunity.
d.Make any other additions and changes you need for the Opportunity. To review how to create a Lead and Opportunity, see Create Lead and Create Opportunity.
6.When you are done editing the Opportunity, click Save and Close.
