Automatically CC the Same Rep on Every Deal
If you want to CC the same rep on every deal you submit, follow these steps:
Go to Settings > Defaults > Submissions
Enable "Copy external emails on submissions."
Click your profile icon in the bottom left corner of the screen.
Select “View Profile” and click “Edit” in the top right corner.
In the Defaults section under the Details tab, find “Default copy external emails” and enter the rep’s email.
Dynamically CC Different Reps Per Deal
If a different rep needs to be copied on each deal, they must be added as users. This allows the system to dynamically CC originators or closers based on the deal.
Do I Need to Pay for Another User?
Not necessarily. You only need to add a user if you want the copied email to automatically appear based on the deal owner. However, there are benefits to reps having their own accounts, such as:
Viewing their own deals and uploading files
Staying updated on submissions without needing to ask
Tracking performance in the dashboard
Assigning tasks to each other
Submitting their own deals
Try the steps above and see if they work for you!