Crafting professional emails within Pipeline CRM is straightforward and efficient. The built-in email editor offers a range of features to help you create impactful messages.

Setting Up Your Email

• Subject Line: Enter your email’s subject in the “SUB” field at the top of the composition window.
• Templates:
  • Click Insert template below the subject line to apply a saved template.
  • To save your current draft as a new template, click Save as a new template.
  • For more on creating templates, refer to the Creating Email Templates article.

Formatting Your Message

Customize your email’s appearance using the formatting toolbar:

• Font and Size: Choose your preferred font style and size.
• Text Styling: Apply bold, italic, or underline to emphasize text.
• Color: Select from predefined colors to highlight important information.
• Paragraph Options: Format your text as standard paragraphs, block quotes, or headers to structure your message effectively.
• Insert Images: Add images directly into the email body to enhance visual appeal.
• Insert Links: Use the chain icon to add hyperlinks. Links are automatically tracked, allowing you to see when a contact clicks on them.
• HTML View: Switch to the HTML editor for advanced formatting control, ideal for users familiar with HTML code.
  • Remember to close out the view after inserting the code before saving!

Adding Attachments

• Click Add Attachment to include files such as PDFs or documents.
• Attachments are tracked, enabling you to monitor when a contact opens them.

Sending or Scheduling Your Email

• Once your email is ready, choose to Send Now or Schedule it for later delivery.