Copy Avery on your email

Avery has its own email address, like an assistant. Copy it on the emails that belong in your team's CRM and Avery files each one on the right person (and their deal), and learns from it. Teammates can see what you send.

1. Find Avery's email address

Tap More, then Settings, then Avery's email address. Choose a name once: clients see it when you copy Avery, so it doesn't change. Save it as a contact named Avery.

2. Copy Avery

• CC Avery on threads it should follow. Clients see your assistant on the thread, and their replies-all come back to Avery.
• BCC Avery to log an email quietly.
• Forward an email to file it: a lead, an inspection report, a pre-approval letter. Add a line saying who or what it's for.

Email you send from AveryIQ copies Avery for you. You can turn that off on the same screen.

3. Send lead emails automatically (optional)

A rule in your mail app can forward your lead emails from Zillow, Realtor.com and other portals to Avery's address as they arrive. Open Send lead emails automatically on the same screen for the steps.

• Gmail: on a computer, add Avery's address under Settings › Forwarding and POP/IMAP. Gmail sends Avery a code, which shows up on the same screen. Then search for your leads (like from:zillow.com) and choose Create filter › Forward it to.
• Outlook: Settings › Mail › Rules: from zillow.com, redirect to Avery's address.
• iCloud: on iCloud.com, Mail › Settings › Rules: if from zillow.com, forward to Avery's address.

Lead emails from other senders, like your website's form, wait in the email log the first time. Open one and choose Always accept from this sender, and the rest come straight through.

Check the email log

The Email log, on the same screen, lists every email Avery got. Open one to see what Avery learned and who and which deal it filed it on. Mail from someone Avery doesn't know waits at the top for you to accept, deliver or ignore.