How to add a Cc or Bcc email address
You can use CC or BCC for both bulk and individual emails right inside your CRM account.
Individual Email
1
When sending an individual email → click on the Cc/Bcc link in the grey banner at the top on the right-hand side of the email.
2
This will open the Cc and Bcc field and you can add in the email addresses as needed.
Bulk Email
1
When sending a bulk email in "Step 2: Preview emails with option to tweak" → click on Preview → Edit individually?.
2
Click on the Cc/Bcc link in the grey banner at the top on the right-hand side of the bulk email.
3
This will open the Cc and Bcc field and you can add in the email addresses as needed.
Notes:
- The Cc/Bcc email will need to be added for each bulk email individually.
- You can Cc/Bcc as many emails as you require.
- At least two characters are needed to get suggestions for email addresses saved in the CRM for your contacts.
