-- If you prefer a video walk through, check out this video.
What it does:
BenchmarkONE's BCC functionality allows you to send emails into BenchmarkONE and store them as Notes on a Contact Record without copying and pasting. BenchmarkONE can also create a new contact record if the email you are adding comes from a person that is not already in your database.
How it Works:
Navigate to: Account Settings > My Info > BCC email
You can either forward an email to this address or BCC/CC this address on any email you are sending.
BenchmarkONE will receive the email and create a note on the corresponding contact record.
You can also Generate New Email Address at any time should this one become public for some reason
If the email was from a new contact that is not currently in your database, and you would like BenchmarkONE to create a new contact for you, simply turn on the“Create New Record” toggle and assign a default status
A few notes:
If you plan to forward or BCC/CC from any address other than the one on your user profile, please add them
Your Personal BenchmarkONE Email Address will not work with any address that is not listed here
The email integration feature does not update email addresses, names, or contact information on your existing contact records. It only adds emails as notes and creates new contact records.
Emails that are added as notes to contact records cannot be manually edited in any way.