Email Dropbox


A Dropbox email address specific to each lead 

You may sometimes send or receive emails outside of FLG and want to record these against a lead. You can simply send a copy of the email to the lead using the lead's email drop box address. 
  • Go to the lead summary and select the + more options at the top right of the lead. 
  • Click Email Drop box 
  • You will now see an email address ******************************@msvr.net 
  • Copy the email address. (To copy to clipboard, right click on the email address and select 'Copy Email Address'.)
  • Just paste in the address from your email to forward, Cc or Bcc an email into this lead,
There's also a general dropbox in your account that you may wish to use to forward, CC or Bcc all your emails to (below)
  • In Settings> Configuration> Email Dropbox 
  • All you need to do is forward,CC or BCC an email to this Dropbox address.
  • When using this option, emails will be assigned to the most recent lead matching the relevant email address. Please note if there is no matching email address found, a copy of the email won't be saved 
Notes:
  • The emails must be sent from a known user's email address.
  • When using Cc or Bcc, the email will appear as if it was sent out through the system.
  • When forwarding, the email will appear as either a sent email or an email reply depending on the contents of the forwarded email.
This feature may not work IF :
  • A lead has been deleted.
  • A user is not recognised. 
Main dropbox 

In Settings> Configuration> Email Dropbox there's also  main dropbox. 
  • The email must be sent from a known user's email address.
  • When using Cc or Bcc, the email will appear as if it was sent out through the system. When forwarding, the email will appear as either a sent email or an email reply depending on the contents of the forwarded email.
  • Using this dropbox, emails will be allocated to the most recent lead with a matching contact email address. Alternatively, there is a dropbox email address specific to each lead. 




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