Send a saved view to your team on a recurring schedule. Pipeline CRM emails it as an attachment at the frequency you choose, so nobody has to remember to export it.
Available on the Grow plan and higher.
Recipients see the same data as the owner of the view, not their own. A scheduled send can show someone records they would not be able to open in Pipeline CRM. Check what is in the view before you add recipients.
This is the one place list sharing does not follow normal permissions. A view you share live shows each person only the records they are allowed to see; a scheduled attachment does not.
Set Up a Schedule
- Open the saved view you want to send.
- Click the Schedule icon to open Schedule List View.
- Turn the toggle at the top from Disabled to enabled.
- Enter a Schedule name.
- Choose how often to send it from the Send dropdown. The fields beside it change to match your choice:
- Weekdays (Mon-Fri) — set a time.
- Daily — set a time.
- Weekly — pick the day in On, then set a time.
- Monthly — pick a position (1st, 2nd, 3rd, 4th, or last), pick a weekday, then set a time.
- Quarterly — choose the quarterly option, then a position, a weekday, and a time.
- Set the At time, and check the time zone below it.
- Select the people who should receive it.
- Check the Summary panel at the bottom. It states the schedule in plain English and lists the next three send dates, which is the quickest way to catch a mistake before you save.
- Click Save.
Click Run now to send the current view immediately to everyone on the recipient list. It is the fastest way to see exactly what lands in their inbox before the first scheduled send.
To stop a schedule without deleting it, reopen the panel and switch the toggle back to Disabled.
Need help? Contact support at customercare@pipelinecrm.com.