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. 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 setup, if you reply to an email from a lead directly in your email inbox, it will not sync back into the system.