Auto "Public" Deal emails - See below

It would be nice if we were able to keep all emails private Except when we associate them to a deal they automatically go public by default

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #2

    Hi @[email protected] !

    You can choose if you want your email to be Private or Shared by default when they are synced into Pipedrive. Go to Tools and Apps > Email Sync > Default email sharing > Keep all my email conversations private

    This will affect all future email messages. You can make other email messages Private in bulk by selecting them in your email inbox and changing the privacy setting for them (see image below).

    However, currently it's not possible to set up a rule where only emails linked to deals get marked as private, you will have to do that manually. I will make sure to send this suggestion to our team for consideration.

    Hope that helped!