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New Email Security Feature in Pipeliner CRM
Blog / Pipeliner CRM / Jun 20, 2022 / Posted by Nikolaus Kimla / 32

New Email Security Feature in Pipeliner CRM

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In the past, there have been concerns that private email within CRM could be seen by other users who shouldn’t see it, because email in CRM has been accessible by any user. We have just released a new email permissions feature for Pipeliner CRM that will ease anyone’s mind about integrating email with CRM.

With Pipeliner’s new Email Permissions feature, companies can now decide how they want email to be shared, within CRM, with others within the company. There is no longer any reason not to take full advantage of powerful email integration features within Pipeliner CRM.

Choice at Admin Level

To begin with, the company decides what choices to provide users when it comes to email privacy, based on their own policies regarding company email. The Pipeliner CRM administrator can then set email sharing rights for each role within the company. There are three options:

Public only—the content of all emails sent to and received by users based on this role will be shared to all CRM users who have rights to see the contact or account the emails are linked to. Users cannot change the default sharing settings of emails, but can manually change sharing settings on individual emails.

Private only—the content of all emails sent to and received by users based on this role will be hidden. Users cannot change the default sharing settings of emails. But can manually change sharing settings on individual emails.

User will decide—the user has the option to share or hide the content of their own emails on an email-by-email basis—or, the user can select their own default preference for emails when setting up their email integration.

Admins also have the ability to exclude all emails from specific domains, with the Email Domain Blacklisting feature.

Choice at User Level

On an email-by-email basis, the Pipeliner user who is the sender or a recipient in the To: field of an individual email can change the sharing permissions of that individual message so that the content is:

Private—visible only to themselves and other users who were cc’d on the email.

Public—visible to all other Pipeliner users.

Custom—shared with specific users chosen individually by name or because the users are assigned to the selected sales unit(s).

Again, the user cannot change the default settings of emails.

All customers can now take advantage of Pipeliner’s powerful integration features, without concerns of email privacy.

Start Your Free, No-Obligation 14-Day Pipeliner CRM Cloud Unlimited Trial.

About Author

A 30-year veteran of the computer industry, Nikolaus has founded and run several software companies. He and his company uptime iTechnology are the developers of World-Check, a risk intelligence platform eventually sold to Thomson Reuters for $520 million. He is currently the founder and CEO of Pipelinersales, Inc., developer and publisher of Pipeliner CRM, the first CRM application aimed squarely at actually empowering salespeople. Also a prolific writer, Nikolaus has authored over 100 ebooks, articles, and white papers addressing the subjects of sales management, leadership and sales itself.

Author's Publications on Amazon

This is a practical manual covering the vital subject of Sales Management. I firmly believe that sales are the most important profession for dealing with today’s turbulent world and Econo my, for salespeople create wealth and produce peace. But salespeople need a competent, stable leader—and…
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Inside this eBook, you’ll discover a series of chapters dedicated to some of the most important areas facing sales today. From the sales process definition to measurement, lead generation, and proven sales techniques, this comprehensive eBook will provide you with the information you need to…
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A common term in sales today is EQ, which stands for “emotional I.Q.” It means the skill a salesperson has in reading emotions and utilizing them in sales. It means empathy and a number of other abilities. The short version is, it’s an I.Q. when…
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People are smart to question the future of automation, for it has become part of everything we do. With the quantity of applications and technology around us, we yet still crave more. We become convinced of its power when our package is delivered from Amazon…
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Sales management isn’t a simple subject by any means. But at the same time, it does have some basic and somewhat simple fundamentals—and that is what we are bringing to you with this book. First come pain points of sales management, and how to overcome…
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Today the Internet has transformed a seller's market into a buyer's market and author Nikolaus Kimla states that the role of sales has never been more crucial. It is now time to give salespeople the role they factually can play: entrepreneurs within the enterprise. They…
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This is our public declaration of the intentions behind Pipeliner, and our objectives and motives for the product and for our company. Behind the development of that CRM application and, in fact, behind everything we do, we have a real cause. The story begins with…
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For the future, there must be a perfect balance of humans and technology. You have to have the perfect technology, andthen the perfect human being in application, performance and presentation. Today and into the future, it’s a 50-50 balance. In the past it was perhaps…
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The salespreneur is based on the concept of the entrepreneur. Before we can explain the salespreneur, you have to have some understanding of the entrepreneur. The entrepreneur plays a crucial role in any economic system. The entrepreneur seeks out information that can be utilized for…
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A seasoned captain would never leave port without a competent navigator. In a similar way, a sales manager might be a total ace at "commanding the ship" – at inspiring and coaching sales reps, pointing out and getting agreement on making quotas, and keeping everyone's…
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