Ability to track an email as an Activity

In the 12.0. version of Pipeliner CRM we have introduced the option to automatically track an e-mail as an Activity. To do so follow the steps below.

 1. Open Contact detail


2. Click on the envelope icon next to the e-mail address


3. Select the option "YES"


4. A new task will be created with automatically pre-filled Subject, it will be automatically linked to the Contact, once done click Save.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request