You can easily file emails relevant to a lead by forwarding an email to your WorkGuru's email address with the lead number in the email's subject line.
Your WorkGuru's email address is your WorkGuru tenant name@workguru.email. You can confirm your WorkGuru's tenant name from your account menu in the top right hand corner.
Once you retrieve your WorkGuru tenant name, you can forward emails to your WorkGuru lead meeting the following requirements.
Compose an email which contains the following:
- Recipient Email Address - tenantname@workguru.email
- Subject - Must contain the lead number, however can occur anywhere in the subject.
- Sender Email Address - The sender must be from an email attached to an active WorkGuru user for anti-spam purposes.
Emails that have successfully been allocated to the lead will display in the lead Email History tab. You can click on the + to expand the email summary to reveal the email body.
Anytime you email a quote which is attached to the lead, the lead will display a log of this in the Quotes Email History tab. You can click on the + to expand the email summary to reveal the body.
Any files attached to these emails will display in the Lead's Files tab. Files from emails will display at the top of the page to distinguish them from direct uploads.
