Email Settings

Manage how your emails interact with PipelineCRM using flexible, admin-controlled settings. The options below help you tailor your team’s email experience—whether it’s tracking, activity creation, or how attachments are handled.

Overview

As an admin, you control which email behaviors are enabled or disabled in your organization’s PipelineCRM account. Adjustable settings give you the power to:

Track sent emails (know when your email is opened or clicked)
Automatically create activities (log important interactions)
Decide how attachments are saved (keep files organized)

Let’s walk through each option:

1. Allow users to send tracked emails

What it does: Enables or disables tracking for emails sent from PipelineCRM.
If ON: Email opens and clicks are tracked automatically.
If OFF: Users can still send emails, but tracking of opens and clicks is disabled.

2. Automatically create activities with email sync turned on

What it does: Determines whether sent emails are automatically logged as activities in PipelineCRM.
If ON: All sent emails are tracked as activities to provide a detailed contact history.
If OFF: Emails are not automatically logged, but users can still send emails.

3. Automatically save email attachments as files

What it does: Controls if attachments from synced emails are saved to the Files section.
If ON: All email attachments are saved to the Files section automatically.
If OFF: Attachments will NOT be saved automatically, but you can always upload files manually.

How To Access These Settings

Go to Settings.
Select the Email tab.
Click Email Settings.

Tips for Admins

Review these settings regularly as your team’s workflow evolves.
Enable tracking and automatic activity creation to get more out of your email data.
Adjust attachment options based on how your organization stores and accesses client documents.

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