Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Send Now/Schedule Your Email in Pipeline

Maria Herrell
Updated 1 year ago

Once your email is drafted, you can choose to send it immediately or schedule to send it at a future date or time.

Click the arrow next to Send now and select Schedule for later. Once you've picked the date and time you wish to send the email, click Save > Send later. It's always encouraged to check for accuracy by clicking Send me a test email before you send to your contacts and make any needed adjustments.

Click on the Email tab to view Scheduled emails below the inbox. Clicking on the name of an email will pull up a preview window with the option to edit or delete the email.

Did this answer your question?
😞 😐 😃