ProsperWorks allows you to save any email from your Gmail and relate it to an existing item in your ProsperWorks account. First, install ProsperWorks Chrome Extension for Gmail. Then follow the steps below:
1 - Sign into your Gmail
2 - Open the desired email
3 - Click on the ProsperWorks Icon button in the right corner of the email
4 - Select Relate To in the drop-down menu
5 - Type the name of the existing item in your ProsperWorks account that you would like to relate the email to. (Lead, Person, Company, Opportunity, or Project)
Please note: As you type, a drop-down of the existing items in your ProsperWorks account will populate. You can select the item from the drop-down.
6 - The email is now saved and related to item you specified. Click the ProsperWorks Icon button again, the number next to Relate To indicates the number of items related to the email.
Please note: ProsperWorks will also save any attachments to the email for you.
You will see the email in the activity feed of the item you have related the email to.