Email CC/BCC Feature

Email CC/BCC Feature

Your Inside Real Estate solution provides the ability to automatically copy your Inside Real Estate CRM on communications that you are sending/receiving from your leads and clients.

To ensure you are seeing all email communications to and from your clients, there are 2 steps:

1) Ensure your Email Reply-To Settings are on

This setting is normally on by default in your CRM, and will ensure that emails sent using your Inside Real Estate CRM, include a reply-to email address, so when your leads hit "Reply" on their email system of choice, it goes to your IRE CRM, as well as sending a copy directly to your personal email inbox.

You can then simply reply to that email from your inbox, and your reply will automatically log in your IRE CRM and send to the lead or contact.

If you need to check to see if this setting is enabled, please contact your IRE Support Rep.


2) Include your Personal 'BCC' Email Address on out-going emails

Each admin and agent user of the Inside Real Estate CRM solution also has the ability to utilize a BCC Email Address.  This allows you to copy communications into your CRM right from your favorite Email provider, without logging in.

Your Personal BCC Email Address is in the format of:
bcc+[account_name]-[agent_id]@dropbox.ire-tools.com

To set this up, many email providers allow you to auto-bcc or auto-cc an email address for logging.  When you send emails to your BCC address, the IRE CRM will try to match the recipient email to one of the leads/contacts in your CRM and then log the communication.

These settings can be especially helpful when BCC and the Reply-To settings are used together to simplify workflows.

    • Related Articles

    • Agent Search Feature & Shortcode

      The Agent Search feature allows a user to type in the full or partial name of an agent and receive filtered results from the agents/team using the Inside Real Estate solution. The Agent Search bar is included by default on team and office pages, but ...

    • Feature and Upload Team Image

      This article goes over the image features if you are sharing a team profile. We'll go over uploading a team image to your shared profile and featuring it on your team site.  Upload Team Image to Profile To upload a team image to your shared team ...

    • Creating New Email Templates

      This video reviews the process for creating new email templates within the system.  We review the settings within the email templates along with merge fields and values and saving a new email template in the system. Content Timeline: 00:00 - Starting ...

    • Editing Email & Text Message Templates

      This video reviews the process for editing email or text message templates in the system.  We look at simple editing, editing using merge fields and values as well as using the clone email feature.

    • Lead Dropbox - Email Forwarding with Outlook

      To forward leads to our Lead Dropbox, you must set up email forwarding or redirection in the email account at which you receive emails from supported sources. This tutorial shows you how to set that up in your Outlook account. Set up Email ...