Tracking Email as an Activity

Within Pipeliner CRM, you have the option to automatically track an email message as an activity. Here’s how.

1. Open Contact detail

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2. Click on the envelope icon next to the email address.

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3. When asked if you want to log the email, click "YES."

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4. A new task will be created with an automatically prefilled Subject. The task will be automatically linked to the contact. When you are finished, click “Save.”

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