Managing and tracking your sales quotes is crucial for maintaining strong client relationships and streamlining your sales process. Pipeline CRM’s Email Quote Tracker simplifies this by seamlessly integrating quote tracking into your existing email workflow.

How to Use the Email Quote Tracker

To begin tracking your quotes, follow these steps:

1. Compose Your Email: Draft your quote email as you normally would.
2. Add the Tracker Email Address: Include qc@app.pipelinecrm.com in the CC or BCC field of your email.
3. Send the Email: Once sent, Pipeline CRM will automatically log this activity under the corresponding contact’s record.

Key Features and Behaviors

• Single Recipient Tracking: The system associates the quote activity with the first recipient listed in your email. If multiple recipients are included, only the first will have the activity logged.
• Attachment Handling: While the email’s subject and body are recorded, attachments themselves are not saved within Pipeline CRM. Ensure important details are included in the email body or stored separately within the CRM.
• Avoiding Duplicate Entries: If both cc@app.pipelinecrm.com and qc@app.pipelinecrm.com are used simultaneously, the system will prioritize the quote tracker, logging the activity solely as a quote.
• Automatic Contact Creation: If the recipient’s email isn’t associated with an existing contact in Pipeline CRM, a new contact (and company, based on the email domain) will be created automatically. Remember to update any additional contact information as needed.

Viewing Tracked Quotes

All tracked quote activities are accessible within the respective contact’s record and are also reflected in the Activity Scoreboard Report, providing a comprehensive view of your quoting activities.

Frequently Asked Questions

• Can I create a quote directly within Pipeline CRM?
  Currently, Pipeline CRM doesn’t offer built-in quote creation functionality.
• Where should I place the qc@app.pipelinecrm.com address in my email?
  You can add it to either the CC or BCC field when sending your email.
• What if my email has multiple recipients?
  The system will log the quote activity only for the first recipient listed.
• Will attachments be saved in the contact’s record?
  No, attachments aren’t saved. Only the email’s subject and body are recorded.
• What happens if I use both cc@app.pipelinecrm.com and qc@app.pipelinecrm.com?
  The email will be processed solely as a quote, and only the quote activity will be created.

By integrating the Email Quote Tracker into your workflow, you can ensure that all your quote communications are systematically recorded, enhancing your sales tracking and client management within Pipeline CRM.