Sending Collateral to a Contact after Processing a Script
After processing a scripted response and reviewing the resulting automatic actions, you can choose to send additional collateral items to a contact.
- From the Workbench, select the Collateral tab to open the Send Collateral Package window.
If the script created an action to send collateral, any additional collateral you select will be sent as a separate collateral package.
To send additional collateral items to a contact: