Email a person directly from their record, using templates, formatting, and attachments, without leaving Pipeline CRM.
Before you start
Your email must be synced. If you haven't connected your account yet, see Sync Your Email.
Open the email composer
Go to the deal, company, or person you're working on and click the person's email address:
Where you are
Where to click
List View
Make the Email column visible, then click the email address
Person Profile
Click the email address in the Contact Info box
Company Profile
Find the address in Contact Info or the People section
Deal Profile
Find the address in the People section
Write your message
- Enter your subject in the SUB field at the top of the composer.
- Click Insert template to apply a saved template, or write your message from scratch.
- Format your text with the toolbar. You can:
- Set the font and size
- Apply bold, _italic_, or underline
- Add color
- Structure text as paragraphs, block quotes, or headers
- Click the image icon to add an image. See Add and Format Images in Your Emails.
- Click the chain icon to add a hyperlink.
- Click Add Attachment to include files.
Need advanced control over the layout? Click HTML View to edit the source directly. Close the HTML view before saving, or your changes won't apply.
How tracking works
Emails are tracked by default, so you can see when a person opens your email, clicks a link, or opens an attachment. Emails sent to more than one recipient (in To, CC, or BCC) aren't tracked. See Track Email Opens and Clicks for details.
Preview before you send
Check how your email will look in one of two ways:
- Send a test: Click Send me a test email instead of Send Now.
- Send it to yourself: Address the email to your own inbox first.
Send or schedule
Click Send Now, or click the arrow beside it and select Schedule for later. See Schedule an Email to Send Later for the full scheduling options.
Email several people at once
- Filter your list to narrow it down.
- Select the checkboxes next to the records you want to email.
- Click More in the bulk actions bar at the bottom of the screen.
- Click Send Bulk Email to open the composer.
Working from the Deals tab? The email goes to the Primary contact on each selected deal.
Bulk email is available on the Grow and Enterprise plans. Full details are in Send a Bulk Email.
Need help? Contact support at customercare@pipelinecrm.com.