Tracking Email as an Activity

Juraj Perina

July 24, 2017 09:16


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

1. Open Contact detail

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

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

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.”

Did this answer your question?