Sending an Email to a Single Contact
Start by navigating to the record youâre working onâwhether itâs a deal, company, or person.
Then, open the email editor based on where youâre viewing the record:
- List View: Make sure the Email field is visible, then click the email address.
- Company Profile: Find email addresses in the Contact Info or People section.
- Person Profile: Click the email found in the Contact Info box.
- Deal Profile: Look for the email in the People section.
Sending Emails to Multiple Contacts
- Select Your Records
Use checkboxes to choose the records you want to email.
đĄ Pro Tip: Use filters to narrow down your list to just the contacts you want to reach. - Click âSend Bulk Emailâ
This opens the email editor where you can craft your message and choose to send it immediately or schedule it for later
â ď¸ Please Note
If youâre working from the Deals tab, the email will go to the primary contact associated with each selected deal.
- Email Tracking: To monitor the effectiveness of your emails, consider utilizing Pipelineâs email tracking features. This allows you to see when emails are opened or clicked, providing valuable insights for follow-ups.
- Email Templates: Save time and maintain consistency by creating and using email templates for common messages. This feature enables you to quickly send personalized emails without composing each one from scratch.