FAQ - Frequently Asked Questions

Often times, executives want their Executive Assistant to be copied on all correspondence. Gatsby made it easy for you to do this.

STEP ONE

Navigate to the Contacts dashboard and under the All Contacts tab, search for a contact.

STEP TWO

Click the contact name to open the contact and click edit in the top right corner as shown in yellow below.

STEP THREE

Scroll to the Additional Details section and navigate to “Associated Contact to CC” as shown in yellow below. Here you can add the cc. Click Save.

STEP FOUR

In the messaging tab, when you create your message/invite, you will see if you hover over the +CC, the name associated with the contact.

Updated: July 22, 2022
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