Edition: Professional, Business, Enterprise
User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator
Previous steps: N/A
How to view emails filed to an opportunity
Emails can be filed to projects using the Synergy Outlook add-on. When emails are filed to opportunities, they'll appear in the activity log of an opportunity. Follow the steps below to view and download the email from Synergy.
1. After filing an email to an opportunity, select the opportunity from the Synergy CRM
2. In the Activity Log, hover over the filed email:
3. Select the expanding icon to view the full email:
4. Select the download icon to save the email as an .eml file:
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