If I add an email to a box, can other co-workers see this email?

Yes! We have great email sharing capabilities for maximum collaboration! 

Here are the basics:

  1. Create a Box to hold your email(s) from a specific company/ customer/ candidate/ etc.
  2. Add an email to that Box
  3. Share the Pipeline that contains that Box
  4. Anyone shared on the Pipeline can now see the email you added to the Box - even if that email isn't in their inbox! 

Follow the links for further instructions for each step. 

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