Forward Emails to Contact Card in Zendesk Sell
How can I forward an email to a contact card in Zendesk Sell?
To forward an email to a contact card in Zendesk Sell, use the global BCC email address. This ensures the email is attached to the contact's card in Sell, even if it's sent from an external account.
In your email composer, click 'Forward' and ensure the subject line includes 'Fw:' or 'Fwd:'. Copy the global BCC email address from the contact card in Sell and paste it into the BCC field of your email. Send the email, and it will be attached to the contact's card in Sell.
More related questions
How do I use the BCC email address in Zendesk Sell?
The BCC email address in Zendesk Sell allows you to attach emails from external accounts to your contacts and deals. If you haven't connected your external email to Sell, or you're using a different email address, you can use the BCC email address…
What is the purpose of the global BCC email address in Zendesk Sell?
The global BCC email address in Zendesk Sell is used to attach emails from external accounts to your contacts and deals. This is particularly useful if you haven't connected your external email account to Sell or if you're using a different email…
What should I do if my email isn't showing up in Zendesk Sell?
If your email isn't showing up in Zendesk Sell, it might be due to a blocklist issue. If an email address is blocklisted in any field (TO, CC, BCC), the email won't be sent to the global BCC email address and won't attach to the contact's card. To…
How do I change the BCC email address in Zendesk Sell?
You can change the dedicated BCC email address in Zendesk Sell by generating a new one. This can be done from any contact card in Sell. To change the BCC email address, open a contact card and click the 'Generate new address' icon next to the…
Can I use the same BCC email address for deals in Zendesk Sell?
No, the BCC email address for deals in Zendesk Sell is different from the one used for contacts. Each deal has a unique BCC email address that includes a deal identifier. To BCC email messages to a deal, use the specific BCC email address provided…
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