If you click on a contact's email address in PipelineDeals, we simply launch your default email client such as Outlook, Gmail etc. We populate the contact's email address and also BCC your account at PipelineDeals. These emails will be automatically associated with the correct Contact/Lead profile and even append attach email documents. This gives you the ability to track email communications and correspondence for any deal you are working with a specific contact. You can also just forward any email into your PipelineDeals inbox and associate it with a deal or contact.
Please check the following to ensure your inbox is working correctly:
1) Review your FROM email address and ensure you are using the email address that you registered with on PipelineDeals. This can be found in the My Settings page.
2) Ensure that you are BCC / CC / Forwarding to the correct email address. Your PipelineDeals inbox email address is username@pipelinedeals.com.
3) Note: Emails only display in the Inbox if we don't have enough information to create a new contact or if you exclusively email inbox@pipelinedeals.com
Your emails will automatically associate to your records, please check the deals page and / or the contact profile page to see if the email has been captured.
4) Lastly, emails take several minutes to arrive and process. Generally emails will arrive at PipelineDeals within 15 minutes of being sent in... For a video tutorial of these features please click the following link:
http://www.thinkpipeline.com/blog/2009/03/a-simple-sales-tool-pipelinedeals-and-your-email.html