Onpipeline provides an internal email client that allows you to read and write email like other clients. If you have a standard email account using IMAP and SMTP then you will be able to connect to Onpipeline.
We’ll connect your emails automatically to your contacts and deals and include an email tracking tool. You are free to use Onpipeline for all your day-to-day business emails OR use another email client at the same time. You will always find your emails! Each email you receive or send – that is stored in a IMAP folder that you sync – will be linked automatically to its Contact and any open Deal. You will see the email under history/email of the contact or deal page.
Email is only available in Standard accounts.
This is your personal email address (firstname.lastname@example.org) that you can configure so that Onpipeline can read and connect your emails to contacts and deals. The SMTP account will allow you to send your emails from your Onpipeline account.
A team Email is a shared address that all users within the team can read and (if authorized) use to write emails. A typical team email is email@example.com, but if you have more teams you could have emails like firstname.lastname@example.org, email@example.com, etc. Please be advised that team emails shall be IMAP accounts (groups or redirects will not work).