Messages (Advanced): Link to Jobs, Set Up Automove

To enhance your workflow, link messages to jobs to make them immediately available inside a pipeline. Plus, you can use Automove to automatically move jobs to the next stage in a pipeline once all client tasks inside a message thread are checked off as completed.

Messages can be linked to jobs by a firm owner, Admin, or any employee with access rights to view all accounts or who is assigned to the client account. They are linked either manually or by adding automation. While adding messages to a pipeline via automation involves a change in the pipeline template, manual linking allows you to track all messages within a pipeline without modifying the template.

To enhance your workflow, link messages to jobs to make them immediately available inside a pipeline. Plus, you can use Automove to automatically move jobs to the next stage in a pipeline once all client tasks inside a message thread are checked off as completed.

Messages can be linked to jobs by a firm owner, Admin, or any employee with access rights to view all accounts or who is assigned to the client account. They are linked either manually or by adding automation. While adding messages to a pipeline via automation involves a change in the pipeline template, manual linking allows you to track all messages within a pipeline without modifying the template.