Is there a way to pull a report with all client BCC emails?
For customer support, I would like to have some members of my team be able to have a list of all client BCC emails. Instead of going into Pipedrive to look up the client-specific BCC, I want them to have a list they can pull up. Is there a report to pull this?
We don't really have an option to export this information in a list view. However, if you check the deal-specific email address, you will see it has a pattern using the Deal ID and your company domain ([email protected]). This way you can either:
1) create a custom field in the system to record it with Webforms to a field that is possible to export (for future deals)
- First create a relevant custom field
- Add a Workflow to make this automatic: https://sharing.pipedrive.com/VhMXst
- Now the field is possible to export under the list view
2) make changes based on the Deal ID in Excel sheet (for existing ones). Export Deals with important info + IDs and in Excel update with relevant address.
Please note, that this workaround is only for Deal-specific emails and not Lead-specific ones.0