Configuring Reply & Forward Settings in Surplus Systems' Email Services
Optimize your email interactions by configuring the reply and forward settings in Surplus Systems CRM. This article provides a step-by-step guide to adjusting these settings to enhance the efficiency of your email communications, ensuring that your team maintains control over email threads and collaborates more effectively.
1. Initiate by selecting the 'Settings' option.
2. Subsequently, choose the 'Email Services' from the menu.
3. Next, locate and click on 'Reply & Forward Settings'.
4. Input "Forwarding Address" Whenever a lead answers one of your emails, their response is guaranteed to appear in the Conversations tab. But, if you want to make sure that a COPY of that response is sent to a specific email address, you can enter that email address in the corresponding field. You could enter multiple forwarding email addresses here separated by a comma, e.g. email1@test.com, email2@test.com, email3@test.com
5. Forwarding address and BCC Emails work only on Mailgun and LC email, we don't support other smtp providers. You can configure the system to send you a Blind Carbon Copy (BCC) for every email sent from that specific location.
6. Enable Toggle Switch The user who is assigned to the respective lead will get the email responses in their Email Inbox. This email will be sent to the email address that belongs to that user which can be found in Settings > My Staff > Edit User > User Info.
7. then hit Save button
8. Fill in Reply Address We now have the option to add a reply-to address. If set, all incoming emails will be sent to that email address instead of going to the Conversation tab. Keep in mind that if you choose to reply to the lead's email from your email inbox instead of within the CRM, your reply will not sync back to the CRM.
