PipelineDeals Help Center
What email address should I put in the BCC field to track emails in PipelineDeals?
To track emails in PipelineDeals, put firstname.lastname@example.org into the BCC field of your emails.
If BCC'ing other recipients that have no person profile, to an email will it create a new Person profile?
Yes. When you are BCC'ing other recipients, who are not associated with a Person profile. This will create a new Person profile for the user.
How come when I select an email in PipelineDeals, an email client pops-up?
When selecting an email address, found in PipelineDeals. PipelineDeals provides a "mailto:" link, and when the link is clicked the browser/computer has a default mail app set, to compose a new email. To Set your Default Mail Client, to optimize your experience with email links.