What Can You Do with the Email Inbox?

• See All Your Emails: Access your inbox without ever leaving Pipeline CRM.
• Automatic Logging: Every conversation with your contacts is saved to their profile—no extra clicks required.
• Add Contacts Instantly: Got an email from someone new? Add them as a contact with just one click.
• Full Email Power: Compose, reply, forward, format, and attach files—just like your usual email client.
• Stay Organized: Archive less important emails or ignore senders to keep your inbox focused.
• Get the Big Picture: See deals and tasks related to each contact right next to their emails.

1. Enable Email Sync.
2. After syncing, your emails will appear in Pipeline.
3. Activity Logging: Emails from known contacts will log the last 30 days of conversations to their profile pages. New emails log automatically.
4. Real-Time Notifications: Get in-app notifications for new emails, so you never miss a message.

• Email tab (click +Compose Email button in the top right).
• A contact’s profile page (click the contacts email address).
• The list view (select multiple contacts to send a bulk email).

Steps to Compose from Inbox:

1. Click Compose Email.
2. Start typing to auto-suggest recipients from your contact list.
3. Format your message, attach files, add links, and use your custom signature.
   

• Automatic Logging: Sent emails are logged as Activities on contact profiles.
• Tip: Add [email protected] in the BCC field to automatically create new contacts from email recipients.

• Archiving:
  • Archive in Pipeline, and it’s archived in your email client (and vice versa).
  • Read status syncs across both systems.
  • Archived or deleted messages remain logged as Activities.

• Ignoring Senders:
  • Use this to filter out personal or non-sales emails.
  • Ignored emails are archived in Pipeline and don’t show in your Pipeline Inbox, but still appear in your main email client.

Adding New Contacts

• If you receive an email from someone not in Pipeline, add them directly from the Inbox or when replying.
• Once added, all your previous emails with them appear as Activities on their profile page.

Deal Insights for Multi-Deal Contacts

• If a contact is linked to multiple deals, use the dropdown in the email to select which deal the message relates to.
• This way, each email stays tied to the right deal for context and tracking.