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

Sending an email message as a job note comment

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