If you send email messages to or receive email messages from your Sell contacts at an email address that is not the email address you are using for your Sell account, you can add a BCC email address to your outgoing messages or forward email messages into Sell using that BCC email address.
This allows you to attach email messages that are sent or received at external email addresses (not used in your Sell account) into a contact’s card and also into specific deals you have with a contact.
BCC email address for contacts
On each contact card (this is not available for leads), you’ll see the BCC email address in the right-side column.
You can quickly copy the email address by clicking the Copy to Clipboard icon. You also have the option of changing the BCC email address if you need to for some reason by clicking the Generate new address icon, which is next to the Copy to Clipboard icon.
This BCC email address is the same for all your contacts. It’s specific to your Sell account.
To use the BCC email address for contacts
- Create a new email message in your external email application and add the BCC email address as a BCC recipient.
- Or, forward existing email messages to Sell using the BCC email address.
Note: Email messages forwarded to Sell must include Fw: or Fwd: in the subject line.
When a message is sent to Sell using the BCC email address, it is matched to the contact via the contact’s email address. If the email address doesn’t already exist in Sell, a new contact will be created.
BCC email addresses for deals
The BCC email address for deals is not the same as the BCC email address for contacts. For deals, the deal identifier is included in the BCC email address.
This means that the BCC address for each deal is unique and if you want to BCC email messages from an external email account you need to use this deal specific BCC email address. These unique BCC email addresses are included on every deal card.
11 Comments
This feature does not seem to work. If I copy the link and add as a BCC, it never shows up in Sell. Please advise.
I see you've spoken with our customer care team - I'm monitoring that ticket to ensure you get a response. Thanks for your patience!
As already mentioned this feature doesn't appear to work. I notice that it says the subject line MUST include FW: or FWD: in the subject line. Really?
I tend to (want) to use this feature for copies of internal emails that originated outside of Sell, so you are saying I need to add FW: or FWD: to the subject line as well as the unique link?
Is anything being done to look into this issue? When can we expect a resolution?
Upon checking, you have already submitted a support ticket regarding this concern and is currently being investigated. Please continue to work with the Advocate assigned on Ticket #10448424.
This BCC / FWD feature still isn't working and you've rolled out an update to the Deal record > left margin UI which neither fixes the issue or improves the navigation of the deal record.
The BCC / FWD feature purposefully states - - - "To add an outside email to this contact, forward or BCC to:" - - - Yet it does nothing of the sort.
Could someone please confirm, by reply to this message, if this is a known bug/issue so I don't waste more time trying to work out if I am doing something wrong. Thank you.
Despite Dane and Dave's suggestions to wait and they will get back with you, they have nothing. I would guess it is a known bug because now over 2 weeks later, they have done nothing to resolve it and have not given updates.
I Sell team is very much aware of this bug and is working to get a fix pushed out. I wouldn't say they are doing nothing to get this issue resolved as this sort of thing requires troubleshooting and testing before a fix can be pushed out. Rest assured that this is something we are looking into and have no intention of leaving this functionality broken.
Appreciate you bringing this to our attention and we will be sure to share an update once we have one available.
Thank you for the update! Please keep us informed. Status of the stasis updates may seem like a waste of time, but they really are helpful. Thanks!
Has there been any update on this?
Also, based on this article - even if you use the BCC from the deal card on an email - the activity will still show on all deals associated with the primary contact. Is this correct?
Is there no way to just show the email on the one deal it's related too, regardless of the contact?
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