Before you begin
Before you can send an email message to a lead as a note, you need to know the email address of the lead's dropbox.
To find the email address of a lead's dropbox:
- In the Business menu, select Leads.
- On the Lead Manager screen, make sure the All Leads tab is selected.
- Drill down on the name of the lead you wish to use.
- Under the Details tab, Collaboration Manager Email field, record the email address of the lead's dropbox. The address will be similar to:
9aad6a8b-4e4f-3958-91e9-78459f526776@emailworkflowmax.com.
Sending a note by email
To send an email message (and any attached documents) to a lead as a note, do any of the following:
- Send, forward or CC an email (and any attachments, if required) to the lead's dropbox address.
- Distribute the dropbox address to other staff so that they can send email to the dropbox.