When I e-mail within PipeDrive, how do I attach it to a DEAL?

Michael Carroll_1674
Michael Carroll_1674 Member Posts: 6 VERIFIED MEMBER
Third Anniversary First Comment Photogenic
in Business Talk #1

When I e-mail within PipeDrive, how do I attach it to a DEAL?

Answers

  • Jeferson Umezaki
    Jeferson Umezaki Member Posts: 25 VERIFIED MEMBER
    10 Comments Second Anniversary Photogenic
    #2

    You can go to your sent box, click in the email sent, and go to "Link to a Deal or Lead", please see the picture below:

    emaildealsync.png


    If you send the email from with the Deal open, it will be automatically attached.

  • Michael Carroll_1674
    Michael Carroll_1674 Member Posts: 6 VERIFIED MEMBER
    Third Anniversary First Comment Photogenic
    #3

    Thank you for your response. That was easy, thanks again.

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