Can I send a lead into PipelineDeals from my email system or smart-phone?
Yes. To send a lead into PipelineDeals from your email system: • Ensure you are sending the email from the email address associated with your PipelineDeals account. You can check this on the My Settings screen. • Enter the lead info in your subject line to: Name, Phone Number, Company • Ensure there are commas in the subject line • Add some notes to the email body such as lead background, or followup information; Note: the email body will be posted as a note for the lead on the contact profile screen. • Send the email to leads@pipelinedeals.com.
