Manage Prospect/Client Contacts' Emails
Depending on your role in WorkBook, you can manage a prospect/client contact's emails by deleting, moving, downloading, forwarding, or replying to them. You can also download all email attachments as zip files.
Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.
To manage a prospect/client contact's emails:
- Display the contact card. See Display the Contact Card.
- On the side toolbar of the contact card, click Emails .
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To manage the emails, use the toolbar in the right pane of the contact card.
- Move Email
- Delete Email
- Reply/Forward Email
- Download Email
- Download All Attachments as a ZIP File
- To search for specific emails, enter a search string in the Search field in the left pane of the contact card.
Parent Topic: Contact Card