Workflow timeline

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Daniel4321
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Workflow timeline

Post by Daniel4321 »

so my workflow timeline stopped telling me if i have sent a email/and or they opened it, i just replied to a email from my personal email and i did not get that message to populate on the workflow time line. pleas help
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Dave
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Re: Workflow timeline

Post by Dave »

If you reply to an email from your AllProWebTools account on a computer or using the AllProWebTools Smartphone app - it will show on the Workflow Timeline.

If you don't reply from AllProWebTools, it will not show on the Workflow Timeline.
Daniel4321
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Website: aogstaffing.greatmockup.com

Re: Workflow timeline

Post by Daniel4321 »

it used to show me emails all the time, and how am i supposed to locate the emails? dig in my email? i thought that's why i pay for the inbox?
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Dave
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Re: Workflow timeline

Post by Dave »

This video explains how to use the CRM Inbox. The beginning of the video explains how to get setup (which you have already completed)

I believe it answers your question at the 4 minute mark. The rest of the video from that point will be very helpful to you:

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