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 firstname.lastname@example.org. You can confirm your WorkGuru's tenant name two ways:
- From your profile menu:
- On the WorkGuru login screen:
Emails that have successfully been allocated to the lead will display in the Lead Email History tab of the lead detail page.