Question

Can I add a cc'd email address as a lead and if so, how?

  • 4 March 2022
  • 1 reply
  • 26 views

We get referrals from either our Customer Care team or from other customers.  

From: third party or Customer Care

To: the person we would like to capture 

cc: the sales person.  

 

Will Copper detect the To: address and the message we are cc’d on so we can save the person as a Lead?  

 

 


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1 reply

Userlevel 7
Badge +7

Hi @ShayWright, yup - the easiest way to do this is using our Chrome extension in your Gmail inbox. If you have the Chrome extension installed, when you hover over the “To” address it will detect whether they are in Copper already. If they’re not, it will show a a button for “Add to Copper”

Hope that helps!