Can you add a BCC address to outgoing quote and contract emails in Inflatable Office?
Answered
I tried searching for this question but didn't see any results mentioning being able to BCC an address on all outgoing emails. For the most part I am looking to setup a separate email address for me, to keep in one place all the quote and auto book contracts that go out to a customer so I can follow up to make sure they got it since many times it ends up in their spam folder (and the customer doesn't check the spam folder automatically, I know I don't look at my spam folder either unless I am looking for something specific).
TIA
The same question
Hello,
You can add a BCC recipient when sending an individual email from a lead. Open the email composer, select the appropriate quote or contract template, and use the CC/BCC option to enter the additional address.
I couldn’t verify a setting that automatically BCCs every outgoing quote and auto-book contract email. The system may support saving sent messages to an email account’s Sent folder, but whether that is enabled or suitable for your mailbox would need to be confirmed separately.
If you’re also having trouble with a particular message reaching a customer, please provide the lead, recipient email address, and approximate sending time and timezone so we can investigate that delivery attempt.
Hello,
You can add a BCC recipient when sending an individual email from a lead. Open the email composer, select the appropriate quote or contract template, and use the CC/BCC option to enter the additional address.
I couldn’t verify a setting that automatically BCCs every outgoing quote and auto-book contract email. The system may support saving sent messages to an email account’s Sent folder, but whether that is enabled or suitable for your mailbox would need to be confirmed separately.
If you’re also having trouble with a particular message reaching a customer, please provide the lead, recipient email address, and approximate sending time and timezone so we can investigate that delivery attempt.
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