Link emails to deals - Smart Email BCC
Smart email BCC will enable you to link emails to Deals and Persons in TeamWave. Learn more
Sending emails to TeamWave
- Copy your Smart email address from here. Learn more
- While emailing a prospect, paste your Smart email address in BCC field. For an existing email, forward it to your Smart email address.
Doing so all the emails BCC'd or forwarded will appear in your dedicated Mail in CRM. Once emails appear in your Mail tab in CRM, you can link them to an existing deal or add a new deal to that email.
Linking emails in TeamWave to Deals
- Navigate to Mail tab in CRM
- Open any email conversation
- Click on 'Connect with a Deal' or 'Add a new deal'