Save and Relate Any Email from Your Gmail

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.

 

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Comments

  • Avatar
    Cindy Moore

    The icon is not appearing in my emails any longer. It was there yesterday and not today. Where did it go? How are we to track now?

  • Avatar
    Kyle Snyder

    Having the same issue as Cindy. Worked yesterday, gone today.

  • Avatar
    Cindy Moore

    I figured out that if you delete the CRM extension then re-download it. It works again.

  • Avatar
    Kyle Snyder

    Thank you Cindy!

  • Avatar
    Andrew Fahy

    Can you mark multiple emails and relate them to an opportunity? It is very time consuming to do it individually for each email.

  • Avatar
    April Spaulding

    I deleted the CRM extension and re-downloaded it and the relate to prosperworks flower still isn't showing up. We use this almost 100 times a day relating emails to opportunities (listings). Help!

  • Avatar
    Lela Donelson

    There is not an icon in my email. Do I really have to delete and redownl;oad to get this to work.

  • Avatar
    Jane Johnson

    My icon is missing now. I've tried removing and reinstalling. I've also turned off all anti-malware software and remove/install. Still not showing up. But the sidebar showing People/Leads/Opps is there.

  • Avatar
    Jane Johnson

    Funny, now it is showing up.

  • Avatar
    Jade Anthony

    Is it possible to unrelate emails? I've been mistakenly been tagged in my own email.

  • Avatar
    Jane Johnson

    Is it possible to unrelate emails? I accidentally related to wrong account.

  • Avatar
    Eli Jenkins

    I had to go to 'Google Labs' and disable the "Preview" option to get the icon to work correctly. If the preview option is enabled the icon shows up randomly.

  • Avatar
    Alex Kaplan

    I disabled preview and that's the fix but it's terrible since I use that all the time! Guys you have to fix this ASAP!!!

  • Avatar
    Jennifer Eby - MT2

    Had anyone figured out why this is happening? It's not consistently showing up for me or my team. PW, please advise!

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