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Email Services Configuration – Reply & Forward Settings
Here are a few additional configurations that you can use to receive copies of the Emails that you get in your account using a Forwarding Address or BCC. Reply Tracking is also elaborated. How to Configure Email Services.
Once you are in the location, Click on Settings > Email Services
Forwarding Address
If a lead responds to an email, that response is always going to show up in Conversations tab, however, if you want a COPY of the lead’s email response to go to someone’ email, you could put in that email address there.
Note: You could enter multiple forwarding email addresses here separated by a comma, ex: jeff@officium.uk, johnlord.vivo@officium.uk
Forwarding address and BCC Emails work only in Mailgun and LC Email, We don’t support other smtp providers.
Reply Address
Now we have the option to Add a reply-to address. All incoming emails will be sent to that email address instead of routing to the Conversation tab.
When you reply to the leads' email in your inbox outside the CRM, your reply will not sync back to the CRM.
This can be configured in Settings> Email Services> Reply & Forward Settings> Reply Address:
Hit Save once you have entered a Reply Address
Forward to Assigned user
The assigned user of the lead will receive the email replies in their Email Inbox. The Email will be sent to the Email address for that user in Settings> My Staff> edit User> User Info
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