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 without a record on an email, will it create a new Person profile?
Yes, a new record will be created for all recipients in the To and Cc fields of an email when using the Bcc feature if they are not an existing contact.
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.