Forwarding Address and BCC in Email Setup

Modified on Tue, 06 Dec 2022 at 12:19 AM

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 > Forward Setting. Here you will see Forwarding Address, BCC Emails, and a toggle for Forward to 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 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 the system.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article