The Collaboration Manager allows you to capture emails and their attachments against jobs, leads, quotes/estimates or clients in , so that there is a complete email history on the job for everyone to share.
The Collaboration Manager can receive email messages and:
- automatically forward them to specific jobs or quotes/estimates
- let you assign them manually to selected jobs, leads, quotes/estimates and clients.
The email messages received by the Collaboration Manager appear on the Notes tab of the receiving jobs, leads, quotes/estimates and clients. Any attachments appear on the Documents tab, and you can download them from there, if required.
Before you begin
Before you can use the Collaboration Manager, you need to configure (or at least know) its email address. For further details, see Configure the collaboration manager.
You also need to know the job or quote/estimate number or the lead or client name that you wish to send or assign the email to.