The article covers the following topics:
Installation of the Pipeliner CRM Chrome Extension
Run Google Chrome Web Browser and install Google Chrome Web Extension to your Browser by following these steps.
Click “Add to Chrome” ⤵
Click “Add Extensions” to add Pipeliner CRM to your Google Chrome Extensions ⤵
Pipeliner CRM application icon should now be available within the extension menu on the top-right part of the Google Chrome.
Login to your Gmail Account.
A window should pop-up. Click “Activate Pipeliner Gmail Extension” ⤵
NOTE: After successful activation of the Pipeliner CRM Extension within Google Chrome, you will need to restart the browser to fully reload all your page content. Close out of your Google Chrome browser completely and reopen it.
Once activated, a Pipeliner icon should appear beside your inbox. Click on the Pipeliner Logo Symbol to open the panel ⤵
Once the panel opens, you will need to sign in to your Pipeliner CRM Account. Just click the extension icon and use the same credentials you use to login to your Pipeliner CRM account when filling in your email address and password. Once completed, click “Sign In” to submit your information ⤵
Select the Space you would to use with Pipeliner from the list.
NOTE: List may not appear if you only have access to one space.
Compose Emails Feature
When composing a new message to your contacts you can add contacts as recipients & add sales teams as recipients to your email. To use this follow these steps.
Compose a new email
Click the Pipeliner Logo Symbol icon on the bottom of the email ⤵
The “Select Contact Option” will allow you to add an existing contact from Pipeliner to your email ⤵
The “Add Sales Team” option will allow you to add a sales team existing in the Units section of your Pipeliner to an email ⤵
Creating Records from the Smart Inbox Pane
Using the panel, you can pull in information from you email to create a New Lead, Opportunity, Contact, Account, and Activity.
Once you open an email from your gmail, click the the button on the upper left side of your panel ⤵
Select the Entity you want to create ⤵
Make any necessary edits and click “Save” ⤵
View the record in Pipeliner.
Viewing Records in the Smart Inbox Pane
This feature enables you review all associated contacts, accounts, leads, opportunities and activities directly within your online Gmail. You do not have to leave Gmail to obtain more details about the contact your are currently speaking with. Click on any email in your inbox, and the Pipeliner CRM Gmail Inbox App matches data from the sender and recipients with data in your Pipeliner CRM.
To see how this works, click on an email from a contact associated with Pipeliner.
Once its selected, you can click “View More Details” ⤵
All additional information associated with your contact will appear in the Pipeliner CRM Panel ⤵
You can select each entity to see more information.
NOTE: This feature detects existing data about Contacts or Pipeliner users based on email address, if it can't find a match it will display “Unknown Data”.
Saving Emails and Attachments
You are able to save emails to the Feed. You are also able to store an email as a document. Any attachments associated to the email can also be stored as documents
To see how this works, open an email and click the Pipeliner Logo Symbol icon located on an email near the time stamp ⤵
Three options appear here ⤵
"Save email to entity" — allows a user to save an email to the Feeds section of a Lead, Opportunity, Account or Contact record.
"Save email to entity as document" — allows a user to save an email to the documents section of a record to a Lead, Opportunity, Account or Contact
"Save Attachment to the Entity" — allows a user to add additional Attachments to the entity
Know when someone has opened an email you’ve sent.
To see how this works, compose a new email and click the two check marks symbol (This will be located on the bottom of the email near the send button) ⤵
Once clicked, one checkmark will turn orange. Click “Send”.
When the email is opened by the recipient, the read date can seen when hovering over the checkmark on the email.