Need to be able to control default Email Settings across all Users
What is happening: folks set up their Email Sync (without our help, so that we aren't able to make sure their settings are correct) and select settings to Automatically link emails to Deals and People and to Share their emails (instead of Private). This fills our system with emails that have nothing to do with Sales or Recruitment.
What we would like to do: be able to control these settings companywide, and not allow for Automatic Linking. We would turn on Shared emails, though. So it can then be a one-step process. Then all someone has to do is link the email manually, and all their emails for that Deal show up for everyone.
Comments
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We have the same need to control Email Sync and Private/Shared emails globally in our account. For our business, it makes sense to have Email Sync set to automatic and ensure that emails are always Shared. Managing this on a per-user basis, as it is currently done, often leads to confusion and doesn't always guarantee standardized processes.
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EXACTLY!!!!!!!!!!!!!
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We continue to run into Users who have the automatic syncing turned on (incorrectly). We have no way of knowing exactly who has this set up incorrectly. Our emails to Users don't get action, and the problem persists.
Please, Pipedrive, Admins need to be able to control this! Our CRM is suffering.
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We are having the exact same issue and frustration. We are actually considering moving to a new CRM specifically for the ability to have global Admin control of email sync. Email sync settings were not a huge issue for us when we had less than 10 users, but after 5 years of growth it's becoming unmanageable.
PipeDrive does many things well, but this problem must be solved ASAP!!1 -
We are working on a way to totally re-vamp how we have Email Sync set up: new guidance on our SPO Pipedrive training pages, followed by an online form all Users have to fill out that will guide their hands in correctly setting up Email Sync.
Would be much easier if we had global admin control!
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