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Frequently Asked Questions aero-right Personal Settings aero-right How do I forward email from my personal email client to the CRM?

How do I forward email from my personal email client to the CRM?

Personal Settings Updated on July 20, 2017

Users should use BCC dropbox to assist in getting emails from their personal email clients to the the CRM. The BCC Dropbox gives you a unique BME CRM email address to be used specifically for forwarding or CCing contact communications that originate in your personal email client.

To access the BCC Dropbox Page

  1. Sign in
  2. Click on your name at the top of the page
  3. The User Dropdown menu will appear. Click on the Settings button
  4. The Settings Page will appear. Click on BCC Dropbox under Personal Settings
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