You can easily file emails relevant to a lead by forwarding an email to the 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 two ways:

  1. From your profile menu:
  2. 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.