Lead Emails

You can easily centralise emails relevant to a lead by forwarding an email to your WorkGuru's collaboration email address with the lead number in the email's subject line. You can also email notes directly to the lead by emailing to your tenantname@workguru.email with the quote number in the subject-line:

The header and body of the email will display in the Email History tab. You can view the full email body by clicking on the blue plus (+) icon at the start of the row to expand the email. You can click the Trash icon to delete the email.

Any attachments to the email will display in the Files tab. Click Delete to remove the file from the lead.