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Synergy CRM - Outlook Add-on & Saving Emails
Synergy CRM - Outlook Add-on & Saving Emails

Filing emails to opportunities

Updated over a week ago

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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