Please follow these Setup Steps
Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings”:
Click “Activate” beside Gmail:
Select your Gmail account from the list. If your gmail account does not appear, you may have to login.
Once selected, depending on the security on your account, you may get the message below:
Click “Advanced” and then click “Go to Pipeliner CRM”:
Click “Allow” to authorize Pipeliner CRM permissions on your Gmail account.
Once Pipeliner CRM is enabled, you should see your email address listed under Gmail Integraions › Gmail with a green check mark:
How to see your emails within Pipeliner CRM
When you send an email to a contact from your email client, a copy of the email is then stored under the "Feed" tab within its related contact in Pipeliner.
NOTE: the email address of your contact must be the same as in Pipeliner.
- All emails are accessible in the "Feed" section of the account/contact in chronological order. This way you can track the email communication directly in Pipeliner.
- Allow up to 10 minutes for emails to appear in the Feed. Incoming email copies appear in Pipeliner after they have been transferred from your local email client via the cloud server during synchronization of Pipeliner.
NOTE: that you have to be the Owner of the Contact or be added to it as an Editor (by selecting your individual username) in order for your emails to be stored.
Open a Contact Record and ensure an email address is listed.
NOTE: Email addresses must be listed on each contact record which you want to see your emails on.
Send an email to the email address in your contact record from Gmail.
Email will appear in the feeds section in your contact record and also to any account they are related to. Emails you send to this contact will appear here as well.