Log quote activity directly to a contact's record by CCing a dedicated tracking address when you send a quote email.
Steps- Compose your quote email as you normally would.
- Add [email protected] to the CC or BCC field.
- Send the email — Pipeline CRM automatically logs the activity under the matching contact's record.
💡 Tip: To view all tracked quotes, open the contact's record or check the Activity Scoreboard Report for a full overview of your quoting activity.
What to know- Multiple recipients: Only the first recipient listed has the quote activity logged.
- Attachments: The email subject and body are recorded, but attachments are not saved. Include important details in the email body, or store them separately in the CRM.
- New contacts: If the recipient isn't in Pipeline CRM, a new contact and company (based on email domain) will be created automatically. Update any missing details afterward.
- Using both trackers: If you CC both [email protected] and [email protected], the system logs the activity as a quote only — no duplicate entries are created.
Need help? Contact support at [email protected].