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Tip of the week: Send and Store Emails Directly Against Jobs in WorkflowMax


I’ve been speaking with several clients lately about how WorkflowMax works for them in their business, and one thing that I’ve found really interesting is that not all of them were aware that they’re able to store and send emails in WorkflowMax using the Collaboration Manager.

The Collaboration Manager is a handy tool for making sure everyone in your team is on the same page. Using this feature gives you the ability to send emails related to a particular job directly to WorkflowMax and store all correspondence against a job, quote or lead in the ‘notes’ tab. This means that anyone involved in the project can access and view critical information, rather than having it lost in the depths of your personal email inbox. It’s also a simple way of storing related documents against a job or quote as you can just email them in.

How does it work?

The first thing you’ll need to do is set up an email address for your account. This allows you to email to this address (or CC, BCC or FWD) so the email will appear in your WorkflowMax account. If you’re sending a message with the job or quote number anywhere in the subject line, that email will automatically be assigned to the corresponding job or quote in the notes section. For any emails that aren’t automatically assigned, you’ll see a prompt in your Collaboration Manager that reminds you to allocate incoming emails against a job or quote. These emails are then neatly stored under the notes tab.

To explain how to get set up and get started using email collaboration, we’ve put together the short tutorial below. It takes you through the steps of setting up your email address, managing incoming mail and also how you can send outgoing emails direct from your WorkflowMax account.

Now you’ll never miss the memo again. Capture all critical information in one place with the Collaboration Manager.

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