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  • Renee l JetSetter World Travel

    Hi Valarie,

     

    Not sure if you got your answer or not but, when you finalize putting the proposal together you will click "Next", then click "Save and Review Email".  Once the box opens you will see "Cc" right next to the recipient field.  Click the "Cc" which will open up another field where you can add in the person to CC.  They will need to have a profile in the Client CRM. 

    I have added my Business and Business Email as a profile, that way I can select it whenever I want to CC my email on communications as well

    Hope this helps.

     

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