The setup is pretty simple.

Keep the settings on default and click Finish.

You are all set now.

And how does it all work?

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. Do not forget to sync Pipeliner in order to see email copies.

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