Learn how to use our BCC email feature to log emails outside of Visible to a contact's record.
Logging emails with your current and potential investors can be a great way to track any ongoing conversations. With our BCC'ing email feature you'll be able to automatically log any emails that take place outside of Visible with an individual contact.
To get started, click into your company settings and select Email settings as shown below:
From here, you'll be able to copy the BCC email address as shown above. Any time you have this address BCC'd on an email, it will automatically be logged in Visible.
Note: The email that was BCC’ed must be sent from an email registered with Visible
For example, lets say we have copied the address above and are sending a cold email to a potential investor as shown below:
Once we click send, the email will automatically be included in the Activity section of the Visible contact associated with the email as shown below:
As a note: if you are fundraising, this will also be logged under the associated contact/firms record in your fundraising pipeline as shown below:
Let us know if you have any questions.