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:
- Create a Box to hold your email(s) from a specific company/ customer/ candidate/ etc.
- Add an email to that Box
- Share the Pipeline that contains that Box
- 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.