When managing multiple email accounts for your business, your email correspondences will be distributed across various email clients. To consolidate all these business communications into a central hub, you can utilize your 1Stop CRM account. The process doesn't involve configuring your email accounts within the CRM; rather, you can make use of the BCC Dropbox feature.

The BCC Dropbox assigns a distinctive email address to each user within your 1Stop CRM account. This specialized email address enables you to automatically compile all emails directed to your leads and contacts in the 1Stop CRM. The procedure is straightforward: just include the BCC Dropbox email address when sending emails to your leads or contacts.

If the lead or contact isn't already present in your 1Stop CRM, your BCC Dropbox settings can even facilitate the creation of a new lead or contact.

Note

By default, for Administrator and Standard profiles, the BCC Dropbox permission will be enabled. 

The BCC Dropbox email address can be used only for the Leads and Contacts modules, i.e. you can associate the sent emails only to the leads or contacts based on the settings. Go to Setup > Channels > Email > BCC Dropbox to find your BCC Dropbox email address. Additionally, you will also have the option to:

• Specify the search pattern - Based on the option selected to search the recipient's email address in CRM, the emails will be associated to the right record. You will have the option to search for the recipient's email address in either one of the modules (Leads or Contacts) or search in both the modules. If the recipient's email address does not match a lead or contact in CRM, a new record can be created. If you do not have the permission to the Leads or Contacts tab, the Edit Search Pattern link will not be available.
  
• Download the email address as a vCard - This would help you store the BCC Dropbox email address elsewhere to access it whenever required.
  
• Regenerate the email address - Whenever required, you can regenerate the unique BCC Dropbox email address.
  
• Specify your email address - You can specify the email addresses that you use for business. Only emails sent from these email addresses mentioned by you will be associated to the leads/contacts in Zoho CRM.