Pipeline CRM allows you to send emails immediately or schedule them for a future date and time, providing flexibility in your communication strategy.

Composing and Scheduling an Email

1. Compose Your Email:
   • Navigate to the email composition window.
   • Draft your message, add recipients, and include any necessary attachments.
2. Access Scheduling Options:
   • Click the arrow next to the Send Now button.
   • Select Schedule for later from the dropdown menu.
3. Set Date and Time:
   • Choose the desired date and time for the email to be sent.
   • Click Save to confirm your selection.
4. Finalize Scheduling:
   • After saving, click Send Later to schedule the email.

💡Tip: Before scheduling, consider clicking Send me a test email to review the message and ensure accuracy.

Managing Scheduled Emails

• Viewing Scheduled Emails:
  • Go to the Email tab in your Pipeline CRM dashboard.
  • Scroll to the Scheduled section to see all pending emails.
• Editing or Deleting:
  • Click on the name of a scheduled email to open a preview.
  • From here, you can choose to Edit the content or scheduled time, or Delete the email to cancel sending.

⚠️ Please Note
Editing allows you to modify both the email content and the scheduled send time.

Additional Considerations

• Email Campaigns:
  • If you’re using email campaigns, be aware that turning off a campaign will cancel any scheduled emails associated with it.
  • To resume sending, toggle the campaign back to “on.”
• Bulk Emails:
  • When sending bulk emails, you can also schedule them for later.
  • Monitor the status of these emails under the Activity Feed in each contact’s record or by going to the Bulk Email section under the Email tab.