Forwarding Address and BCC in Email Setup

There are many options for setting up your email within the Settings, to include a forwarding address, BCC, or even forwarding to an assigned user. Here we'll explain each:

Step 1: Navigate to Settings > Email Services. Select the Forward Settings tab. Here you will see Forwarding Address, BCC Emails, and a toggle for forwarding to the assigned user. Choose your preferences based on the descriptions below:

• Forwarding address: Email replies will be sent to your personal email inbox and in Conversations.

• Forward to the assigned user: The specific user assigned to the particular lead will receive the email replies within their user email.

• BCC emails: You will receive a copy of every email that is sent from that account.

Step 2: Click Save to save your changes.

NOTE: With the forwarding address set up, if you reply to an email from a lead directly in your email inbox, it will not sync back into our software.