1. Click ‘change’
A: Share to an existing opportunity
Click this drop down box to select opportunity
B: Share to new opportunity
Click 'Create a new opportunity' , then input opportunity name
5. Future email of selected contacts will be linked to the same opportunity
3. Complete
If you don't want to autolink this contact to the opportunity anymore
Click 'Followed' to cancel follow
1. Click email note to into email detail
2.Click ‘move to’ icon
3. Select existing opportunity or create a new opportunity
2. Complete
If you don't want to autolink this contact to the opportunity anymore
01: Click email note to into email detail
02: Swipe left,Click 'Unfollow'