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 email@example.com. 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.
- Recipient Email Address - firstname.lastname@example.org
- 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 body.
Anytime you email a quotes 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.