In the NeetoCRM, you can associate specific emails with leads, deals, and contacts using unique BCC email addresses. This allows you to keep track of all email communications related to a particular lead, deal, or contact.
NeetoCRM automatically provides unique email addresses for each lead, deal, and contact. These addresses are available by default, so you don’t need to sync any of your email accounts.
Lead BCC Email: You’ll find a lead BCC email on the Lead page under Mails. For example, the email address might look like:
[email protected].Deal BCC Email: Similar to lead emails, each deal has a unique BCC email address.
Contact BCC Email: Contacts also have their own BCC email address, located under the Contact BCC Emails tab.
How It Works
Go to any Lead, Deal, or Contact page.
Under Mails, you’ll find the BCC email address for the respective lead, deal, or contact.
You can forward emails to these BCC addresses, and they will automatically be associated with the lead, deal, or contact in the NeetoCRM.
Emails sent or forwarded to these addresses will appear on the respective Mails tab and in the Lead/Deal BCC Emails list.
Viewing and Managing BCC Emails
To view the list of emails associated with leads and deals, go to Mails -> Lead/Deal BCC Emails.
To view the list of emails associated with contacts, got to Mails -> Contact BCC Emails.
On the bottom right of the lead, deal, or contact page, there’s an email widget displaying the BCC email address. You can also regenerate this address if needed.
Disabling the BCC Email Feature
If you prefer not to use the BCC email feature for leads, deals, or contacts, you can disable it. To do this:
Go to the Admin Panel.
Select Configure.
Navigate to Lead/Deal BCC Emails and toggle the feature off.