Overview
There are many options for setting up your email within the Settings, to include a forwarding address, BCC, reply address, or even forwarding to an assigned user. Here we'll explain each:
Step 1: Navigate to Settings > Email Services. Select the Forward Settings tab. 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:
- Forward to assigned user:
- BCC emails:
- Reply Address:
Note: Reply conversations cannot be tracked and will not come to conversation thread with a modified reply-to address
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 Qualifye.