Choose whether your team's emails are tracked, logged as activities, and saved with their attachments in Pipeline CRM.
Before you start
- You need admin permissions. These settings apply to everyone in your Pipeline CRM account.
Open the email settings
- Go to Settings.
- Click the Email tab.
- Click Email Settings.
Allow users to send tracked emails
Turns open and click tracking on or off for emails sent from Pipeline CRM.
- On: Email opens and clicks are tracked automatically.
- Off: Users can still send email, but opens and clicks aren't tracked.
See Track Email Opens and Clicks.
Automatically create activities with email sync turned on
Controls whether synced emails are logged as activities in Pipeline CRM.
- On: Synced emails are logged as activities, building a full communication history on your records.
- Off: Synced emails aren't logged automatically. Users can still send email.
Automatically save email attachments as files
Controls whether attachments from synced emails are saved to the Files section.
- On: Email attachments are saved to Files automatically.
- Off: Attachments aren't saved automatically. You can still upload files manually.
Turning this off also stops images in email signatures, like company logos, from being saved as files. See Stop Signature Images from Saving as Files.
Need help? Contact support at customercare@pipelinecrm.com.