When I am in a Deal or Contact, can I search only those emails linked to it?

AaronEsau
AaronEsau Member Posts: 4
Name Dropper First Comment Photogenic
edited March 24 in Sales CRM #1

When I am viewing a Deal or Contact, I can see all the linked emails I have sent to them, but is there a way for me to quickly search only these emails for keywords, attachments, names, etc? I know there is a section in Pipedrive where I can search all emails, but often times I am just wanting to check really quickly if I've already sent an email about a certain topic or special deal to a client and I want to double check before I send them a new email.

It would be helpful if I could first search the contact/deal view before having to search ALL emails.

Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Moderator Posts: 91
    5 Answers 10 Comments 5 Likes Name Dropper
    CUSTOMER SUPPORT

    Hey, @AaronEsau!

    This is currently not a possibility, but I will be glad to share your suggestion internally so that it can be considered in future improvements. Please feel free to share it here as well for enhanced visibility.

    Thank you.