Collaboration Manager
The Collaboration Manager allows emails and their attachments to be captured against a job, lead or quote in WorkflowMax, so that there is a complete email history on the job for everyone to share.
Working with the Collaboration Manager
Configuring collaboration manager
Sending an email message direct to a quote, estimate or job
Assigning an email message as a job note
Assigning an email message as a lead note
Assigning an email message as a quote note
Related tasks
Sending an email message as a lead note