Email to CRM Functionality (BCC to CRM)
The Email to CRM Functionality (also known as BCC to CRM) allows you to capture email communication that you are sending to or receiving from your contacts outside of Agentbox.
A unique 'BCC to CRM' email address is assigned to each Agentbox User to allow the capture of emails in the following ways:
- BCC your unique 'BCC to CRM' email address into any correspondence you are sending to your contacts. A copy of the email will be captured and stored in Agentbox as a contact history record against the contact that the email was sent to.
- FORWARD emails you have received from your contacts to your unique `BCC to CRM` email address. A copy of the email will be captured and stored in Agentbox as a contact history record against the contact that the email was originally sent from.