CC Team Members on Automated Emails

Brokerage lets you easily include team members—such as an assistant—in the loop for automated emails. Here's how to customize who gets CC'd:

1. Access the Automated Email:
   • Open any automated email and navigate to the Message Details section.
2. Add a CC Recipient:
   • You'll see an option labeled "CC Team Member on Send."
   • Click this option to add a team member who should also receive the email sent to the contact.
3. Approval Email Option:
   • If you want your team member to receive an approval email before the message is sent to the contact, click the corresponding option.
   • This setting defaults to your assistant, but you can modify it by adding or removing team members as needed.