How to Send Material on a Pipeline Deal

Learn how to send materials (image, PDF, video) to assigned Pipeline Deal Card contacts.

*Note: If a Contact Record attached to a Pipeline Deal does not have Email or Text on their record or opted out of Communication via Email or Text, that specific Contact will not appear on the New Email or New Text you are crafting.

Step 1

Open a Pipeline Deal Card.

Step 2

Choose how you want to send the Material:

Email

1. Click the "More" dropdown menu. Click on "New Email." This will open a pop-up to write a New Email.

2. Click the "Deal History." Sort by "Email," then click "New Email" at the top left. This will open a pop-up to write a New Email.

*Note: SMS Texts sent out with Material inserted will only show the Material LINK, not the image previews.

Text

1. Click the "More" dropdown menu. Click on "New Text." This will open a pop-up to write a New Text.

2. Click the "Deal History." Sort by "Text," then click "New Text" at the top left. This will open a pop-up to write a New Text.

Step 3

Click the "Material" button at the bottom left of the New Text pop-up.

Step 4

Choose the Material you want to send by clicking on the box to the left of the Image, PDF, or Image.

Step 5

Click the blue "Insert" button to add the chosen Material to the New Text or "Cancel" to abandon the action.

Step 6

Continue formatting the email, and click send, or schedule to send at a future date.