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To save emails against an opportunity or case we do the following:

Open MobileX

Saveoppo.png

  • Log in if you need to

This will show you the person record matching the email (assuming there is a match-if not you will be prompted to create a company/person)

Click the Sales menu

Saveoppo1.png

Click the $ icon ($ is the icon for opportunities)

Saveoppo2.png

Click the + in the top right hand side of the screen (action menu)

Saveoppo3.png

Click "Email"

Saveoppo4.png

This shows you the email with the contents. Click the tick option to save this.

Saveoppo5.png