An email drop box has nothing to do with the file storage system dropbox.com. A drop box is simply the name of a system where email can be 'dropped' without further thought.

Some CRM systems provide a full link to your email. This is very convenient but it does mean that your CRM will get just as cluttered as your inbox. The Sheep approach is to 'curate' your email messages and only store those that will be of most use. Be kind to your future self (and colleagues), and don't make them hunt through dozens of embedded reply threads.

This is achieved by simply adding a dedicated email address to the bcc field when you send an email.

This will only work for people who have a contact record in sheepCRM with the email address they use for their internal email so please ensure any of your team who wish to use this has a contact record as a first step.

You can find more information on adding a contact here

The "Flock" is your client identifier if you aren't sure check with our support team.

Simply send the email from your account as normal but include the drop box account in the bcc field (to or cc fields will work too).

Sheep reads and processes an email sent to that account. Any recipients on the to or the cc line will be matched against your contacts (or created if they don't exist (if you don't want contacts created please contact us - there is a hidden setting to control this).

A copy of the email will then be attached to each recipient as a message on their contact record in the messages tab (this is in the journal section for v5 users). 

A copy of the email will also be added to the messages tab on the senders contact record.