ContextSmith provides a quick and easy way to keep all relevant accounts copied in the emails you send. This feature creates the perfect tool for those who wish to send a copy of all customer emails to a colleague or log all your messages into your CRM.
Why should you automatically add Cc and Bcc recipients?
This feature saves time and can be used to:
- Send a copy of all customer emails to a colleague
- Send all your messages to Salesforce
- Automatically save a backup copy of all sent emails to an external email address.
How to use the automatic Cc or Bcc in Gmail?
To activate this feature, open your Compose/Reply window and check the CRM box:
How to log my emails to my CRM?
Find the BCC address associated with your CRM:
Saving the email address into the BCC address box will get you up and running!