Attach your emails to leads with Bcc

Keeping track of your exchanges with leads is essential for a well-structured sales process. Attaching them to the lead in noCRM means you don't have to jump from one system to another.

If you don't use the full email integration, available in the Dream edition, use the Bcc feature: add your personal noCRM Bcc address (ending with @bcc.nocrm.io) in Bcc every time you send an email to a lead, and the email is automatically attached to the lead's comments.

Your Bcc address is displayed in Pending BCC emails, in your inbox (envelope icon in the top bar), along with the Bcc emails not yet attached to leads.

Important: do not use your @bcc address to create leads in noCRM: use your @add address instead. More information here.

Note: the Bcc feature is only available for leads, not for prospects.

How do you attach an email to a lead with Bcc?

Follow these steps:

1. Open the lead and click the contact's email address.

2. Your email client (for example Gmail or Outlook) opens with your personal noCRM address in the Bcc field.

3. Send the email from the email address of your noCRM user.

4. Refresh the lead page: the email is attached to the lead.

Note: noCRM is added in Bcc automatically when the Automatically add noCRM as a BCC recipient when I click on mail link preference is enabled in Settings > Email Bcc.

Important: attachments larger than 20 MB are not accepted. Keep attachments small if you want the email to be attached to the lead.

If you send emails from other addresses or aliases, declare them first: see the whitelist section below.

If the email isn't attached to the lead, check Pending BCC emails: noCRM may not have been able to determine which lead to attach it to.

How do you add an email address to the whitelist?

When you add noCRM in Bcc with your address ending with @bcc.nocrm.io, only emails sent from the address of your user account are accepted. If you also use other email addresses, add them to the whitelist so that noCRM accepts incoming emails and matches them with your leads.

Follow these steps:

1. Click your avatar at the top right.

2. Go to Settings > Email Bcc.

3. Under Emails whitelist, click Add email and enter the address.

Best practice: add every address you use to email your leads to the whitelist, so that all your emails are attached automatically.

Why are some emails pending?

Emails can stay in Pending BCC emails for several reasons. In these cases, attach them to the right lead manually.

Account preferences

• In the account preferences, when "everything is shared", an option lets you attach emails to leads that don't match the sender of the email. If this option is not ticked, the email must be attached manually.

• The account preferences also include an option to not attach emails to closed leads (won, lost, cancelled).

Other reasons

• Several leads have the same contact information: noCRM doesn't know which lead (closed or open) to attach the email to. Attach it manually to the right lead.

• The account privacy is set to "only admins can see everything" and you send the email to a lead that belongs to another user: the email stays pending and must be assigned manually.

How do you log an email marketing campaign in your leads?

If you send an email marketing campaign to your leads and want to track it in noCRM, add [email protected] in Bcc of the campaign. The title of your campaign is then attached to the lead, in the comments.

Important: do not use your @bcc.nocrm.io address for email marketing campaigns.