BCC dropbox and shared inboxes

Keep emails on records without connecting a mailbox, and connect sales@ or info@ so the whole team sees customer emails and new enquiries become leads.

The BCC dropbox

Each business has its own dropbox address, such as crm-drop+ab12cd34ef@ellibo.com. Find it on My email, or under Settings › Business settings › Email.

1. Write to a customer from any email app, on your phone or your computer.
2. Put the dropbox address in BCC.
3. Send. Within a few minutes the email is on the customer's lead, contact or company, and on their open deals.

Good to know:

• Only emails from your team's addresses are accepted. Emails from anyone else are deleted, so nobody can put spam on your records.
• If nobody on the email is in your CRM, it isn't saved, and you get an alert. Add them as a lead or contact first.
• Ellibo deletes each email from the dropbox once it's filed.
• Admins and managers can click Get a new address if the old one is shared too widely. The old address stops working at once.

Shared inboxes

Professional plan and above. Connect a team address such as sales@ or info@.

1. Go to Settings › Business settings › Email.
2. Under Shared inboxes, choose the provider and connect it, as described in Connect your email.
3. Turn on A new sender becomes a lead if new enquiries should become leads.

With it connected:

• every email with a customer in the CRM is kept on their records;
• a new sender becomes a lead with the source Email (if you turned it on). Your assignment rules choose the owner; without them, it goes to whoever connected the inbox;
• the record's owner gets an alert, by bell and email, when a customer writes.

Team mailboxes

Settings › Business settings › Email also lists who has connected their own mailbox, whether it's working, and how many emails it has kept.