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

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

Answers

  • 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:


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

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