Some users might want to use an alias to communicate to their clients and partners from a different email account than one they log in with.

This often occurs when brokers have multiple brands. 

For example, a broker/user might have own brand and can have a deal with a referral partner to operate under referrer branding.

For this to work, user would have one organisation under own branding and another one under a different brand. User would login under single email and would be able to switch between organisations.

In this example, alias would be only set under the secondary organisation.

Go to Settings > My Account and scroll down to Email details. Check 'Use Email alias in this organisation.'

Set up email address and email signature you would want to use:

NOTE: Due to legal consideration, if you add BCC email address, the only exception where you will not receive outgoing email blind carbon copies is with eSign requests.

Email alias will be used when communicating with client via Salestrekker email; email automation; Client Portal and with referrer/partner via partner portal.

Note: Once alias is set, all users emails for that organization will go only under alias settings. The original organization will still use primary email (one users log in).
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