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

Michael Carroll_1674
Member Posts: 6 VERIFIED MEMBER



When I e-mail within PipeDrive, how do I attach it to a DEAL?
0
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.
0 -
Thank you for your response. That was easy, thanks again.
1