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How to use the CC and BCC feature?


Accessing the Feature: Open the email composer by clicking the “New Email” button or “Reply” in an existing email thread.

Locating the Fields: You will see the CC and BCC fields alongside the regular “To” field. They are easily accessible and integrated seamlessly within the composer interface.

Adding Recipients: Click on the CC/BCC field to expand it. You can now enter the email addresses of the recipients you wish to CC or BCC. You can select an email address from the dropdown list (which contains all your contact emails) or manually type in a new email address.


Collapsing the Fields: After adding the recipients, click on the CC/BCC field again to collapse it. The added recipients will be saved.


Syncing Changes: The new feature also supports 2-way sync. Any changes to the email recipients (added or removed) in our system will be reflected in Gmail/Outlook and vice versa.


Replying to Emails: You can only do a “reply all” to any email with CC or BCC recipients. It’s important to note that you cannot remove CC/BCC recipients in the middle of a thread.


FAQs

Q: Will a new contact be created if I add an outside email to the CC/BCC fields?

A: No, a new contact will not be created if you add an outside email to the CC/BCC fields.

Q: What happens if I add an existing contact’s email address in the CC/BCC fields?

A: If you add an existing contact’s email address in the CC/BCC fields, the conversation will only show under the primary contact’s thread (the ‘To’ recipient) and not under the thread of the CC/BCC contact.

Q: Is the CC/BCC feature available for all email channels?

A: Yes, the CC/BCC feature is compatible with all email channels, including Mailgun, Leadconnector (2 Way Sync) – Gmail and Outlook, SMTP email, Custom Providers, and Custom Conversations Providers.


Q: How can the CC/BCC feature improve my email communications?

A: By using the CC/BCC feature, you can efficiently manage your email communications by involving multiple parties, either openly or confidentially. This offers flexibility and enhances communication by keeping all relevant parties in the loop.

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