What is the difference between the Email, Task and Appointment buttons on the Contact Manager toolbar and the Opportunity window toolbar?
Creating Emails, Tasks or Appointments via the Contact Manager toolbar buttons will create general emails, tasks or appointments which are the same as creating those items in Outlook. However, if you create emails, tasks or appointments via the toolbar buttons in the Opportunity window, they will be linked with that specific opportunity. Now you can view the task and appointments in Prophet Today and see the associated opportunity, or search for emails, tasks or appointments associated with a specific opportunity.
Related Questions
- I clicked on the SCHEDULE TAB to get to my TASK MANAGER and my CONTACT LIST MANAGER and I do not see those tabs in the bottom right section of WorkCenter anymore. How do I get that view back?
- What is the difference between the Email, Task and Appointment buttons on the Contact Manager toolbar and the Opportunity window toolbar?
- How many Diaries, Task Lists, Contact Groups and Email Folders can I have?
