How to CC or BCC Follow-Up Emails to Yourself

Crystal Field Updated by Crystal Field

How to CC or BCC follow-up emails to yourself

The following steps will show you how to set your account to CC or BCC follow-up emails from the dashboard.

  1. Navigate to your Dashboard's call handling section here.
  2. At the bottom of the page, you will find the Follow-up Communication section, where you can select the option to either CC or BCC your follow-up emails.
  3. That's it! You will now receive the follow-up messages via CC or BCC to your email.

How to view follow-up messages in the dashboard

You can check which follow-up message has been sent on a call in the call details.

Click on a call to open the details, and the follow-up section will show the email content, and when it was sent.

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