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      How to Set Up Brokerkit BCC Address in Outlook?

      How to Manually Add Brokerkit BCC address in Outlook?

      This tutorial will show how to manually add Brokerkit BCC address in Outlook. This feature enables users to automatically redirect outgoing emails to the Brokerkit BCC address, ensuring that all messages are logged within Brokerkit for tracking and record-keeping.

      1. Introduction

      To start, please access the Brokerkit platform
      Introduction

      2. Click "Account Settings"

      Go to the option Account Settings.
      Click 'Account Settings'

      3. Click "Email"

      Then, go to the tab Email to see the email settings.
      Click 'Email'

      4. Click + to expand

      Click the plus sign to expand the email settings section.
      Click + to expand

      5. Ensure the checkbox is selected

      In the BCC Address section, you will find a checkbox. This checkbox ensures that if an email is BCC'd to a contact who doesn't exist in the system, a new contact will be created.
      Ensure the checkbox is selected

      6. Add email addresses or domains to avoid them from being BCC'd to Brokerkit

      If you want to avoid BCC'ing emails to specific email addresses or domains, add them to the Never Log section.
      Add email addresses or domains to avoid them from being BCC'd to Brokerkit

      7. Click "Copy to Clipboard"

      Navigate to the BCC Address section and copy Brokerkit's BCC address by clicking the button Copy to Clipboard.
      Click 'Copy to Clipboard'

      8. Example: Manually Adding Brokerkit's BCC Address in Outlook

      We will send an email from our Outlook account which is brokerkitproduct@outlook.com to a contact with the email brokerkitproduct@gmail.com. In the email, we will manually add the Brokerkit's BCC address so that the email gets logged in Brokerkit.
      Example: Manually Adding Brokerkit's BCC Address in Outlook

      9. Login to your Outlook account

      Go to your Outlook inbox.
      Login to your Outlook account

      10. Click "BCC"

      Click the button BCC.
      Click 'BCC'

      11. Paste Brokerkit's BCC address

      Paste Brokerkit's BCC address, ensure there are no typos. You can also use the CC field, if you add the BCC address in any of these 2 fields, the email will get logged.
      Paste Brokerkit's BCC address

      12. Complete the email details

      Add a subject and a body to the email, then send it.
      Complete the email details

      13. Go to your Brokerkit

      Open your Brokerkit platform.
      Go to your Brokerkit

      14. Search for the contact

      In the search bar, search for the contact address you have sent the email to, in this example is brokerkitproduct@gmail.com
      Search for the contact

      15. Click the contact's name

      Click the contact's name to navigate to the contact's profile.
      Click the contact's name

      16. The email sent from Brokerkit Outlook (brokerkitproduct@outlook.com) to Brokerkit Gmail (brokerkitproduct@gmail.com) has been successfully logged in Brokerkit. Also, the sender is shown as Brokerkit Outlook (brokerkitproduct@outlook.com).

      Since the email was sent to brokerkitproduct@gmail.com, you will be able to see the email logged in the contact's profile. Also, you will see that the sender of the email is logged as brokerkitproduct@outlook.com.
      The email sent from Brokerkit Outlook (brokerkitproduct@outlook.com) to Brokerkit Gmail (brokerkitproduct@gmail.com) has been successfully logged in Brokerkit. Also, the sender is shown as Brokerkit Outlook (brokerkitproduct@outlook.com). That concludes this tutorial. If you have any questions, please reach out to our support team at support@brokerkit.com.