Email Reports and Reminders

Subscribing to Email Reports in PipelineDeals is a great way to track activity in your account and get a jumpstart on the day. To subscribe to email reports while signed in to your PipelineDeals user profile, click on the Gear Icon and select My Profile. From the My Profile page, click on the Email Report link on the left side navigation bar and select the reports you want to receive.

 

PipelineDeals offers daily and weekly email reports. Subscribe to a Daily Agenda email to receive a list of to-do items first thing in the morning. Interested in reviewing your actions and your team’s activities from the previous day? PipelineDeals brews a Morning Coffee report each morning with a digest of personal and team activities from the previous day.

If you are interested in receiving a report on activities from the past week, PipelineDeals offers Personal and Team Use reports to highlight how you or your team made use of PipelineDeals the previous week. Need a reminder just before an event is due? Sign-up for an email notification on the Email Reports page or request a text message 15 minutes prior to an event on the Mobile page in My Profile.

If there are additional reports that you’d like to have emailed to you in PipelineDeals, please drop by the Features Request forum and let us know!