Able to auto-cc another email address when sending emails from CRM
It will be helpful if customers can set a specific email address to be cc-ed/bcc-ed in their quote emails when sent from CRM instead of typing it on every emails.
We have a shared sales inbox and as quotes come from your personal email account, others have to check Prospect to see it a quote has gone out or you have to manually enter the email address each time. If we could automatically CC our shared sales inbox, everyone would be able to see in real time that a quote request has been actioned without having to check the CRM first. Anything to remove extra steps or manual tasks is beneficial.
We have a shared sales inbox and as quotes come from your personal email account, others have to check Prospect to see it a quote has gone out or you have to manually enter the email address each time. If we could automatically CC our shared sales inbox, everyone would be able to see in real time that a quote request has been actioned without having to check the CRM first. Anything to remove extra steps or manual tasks is beneficial.