Add an email to more than one box or pipeline to track information and share updates across multiple team processes.

  1. Add an email to a box from the sidebar, or open the sidebar while viewing an email that has already been added to a box.
  2. Click the back button in the top left of the sidebar.
  3. Click " + Add to pipeline" to add to another box or pipeline.
  4. Use the back button to navigate to the pipeline overview in the sidebar, click on a box overview to view details, or add the email to additional pipelines as needed.
Did this answer your question?