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Why Are My BCC Created Bookings Ending Up In the Wrong Pipeline?

Updated over a year ago

Related Questions:

  • How do I control which pipeline bookings will go to when I send them through email?

  • I sent a booking to Event Temple through email and it went to a random pipeline and not my default pipeline, how do I change this?

  • Can I Change the Pipeline or Pipeline Stage for Bookings Through BCC/Forwarding in Event Temple?

Answer:

If a Booking does not exist when you send an email to Event Temple, a new one will be created. You can choose the Pipeline Stage the Booking is created under by going to Settings> Personal Settings> Email> BCC and Forwarding. You can then edit which Pipeline and Stage it will be created in.

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