![]() ![]() If you sent an email previously but forgot to Bcc you can forward the email from your sent mailbox to to select who to associate the email to (read more about this feature below). ![]() The email will also file as an activity on each record when sending to multiple contacts.įorwarding to only works for emails you've received, because when the system receives a forwarded email it looks at the email address of the original sender to determine whose record to associate it to. An activity will not be created if the contact's email is placed in the Bcc. You can place a contact's email in either the To or C c field. This feature works best if you only have one deal associated with the contact. If your contact emails you back, you can make an activity note out of their message by forwarding the message to The email will appear on the person’s profile page as an Activity, and any attachment will be uploaded as a file. You can add up to 20 additional email addresses from the My Profile Settings page. Just make sure you send your email from an address tied to your Pipeline account. If that person does not already exist, it will automatically create a new person. When you click on an email address in Pipeline, the new message will automatically write your contact’s email address in the To field and write in the BCC field.īy placing in the BCC field, Pipeline will track your correspondence as an email activity on your contact’s profile page and upload any file attachments. The option is located under Settings -> Privacy and security -> Site settings -> Additional permissions -> Protocol handlers If you are attempting to have links open in an external email client (like Outlook), but they are still opening in the browser you may also have to remove your email protocol handler setting (in Chrome or Edge). For instructions on how to change which email app is opened please see Change default programs in Windows or Change the default web browser or email app on Mac. Note: Which email app opens when you click an email address is dependent on your operating system settings. If your email is not synced, when you click any email address in Pipeline your browser will open your preferred email client (Gmail, Outlook, Apple Mail, etc.) and create a new compose message. Sync your email inbox to send trackable emails and campaigns with any Pipeline subscription. No need to guess if a prospect received or opened an email when you send trackable emails from your Pipeline account. Get help with Microsoft Edge app for iOS and Android.Pipeline has several features to help you track email correspondence with your contacts and leads: You can also customize your sync settings before turning on sync by selecting Customize when you see the prompt to sync your account after you sign in. Note: If you choose to sync favorites, any tabs you previously set aside will also be synced. Select the toggles along the right side of the screen to turn sync on or off for each feature. You’ll see a list of the features and data types available for sync. Under Profiles > Your profile, select the profile you’d like to change the settings for, and select Sync. In the top corner of the browser window, select Settings and more , or use the keyboard shortcut Alt+F, and select Settings. When you sign in to Microsoft Edge and turn on sync, you can easily get your favorites, passwords, and other data any of your devices and pick up where you left off.Ĭhoose your sync settings in Microsoft Edge on your computer Get help for the legacy version of Microsoft Edge. Note: This topic is for the new Microsoft Edge. ![]()
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