How to view emails not linked to contacts

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Ian Randell
Ian Randell Member Posts: 2
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Hello everybody.

I am brand new to Pipedrive and actually to CRMs in general. I have just synced 6 months worth of emails into my account and ended up with 4,000 emails. I have the majority of my clients added as contacts, so a lot of the emails have successfully been added to these contacts. I however, have a lot of emails that are not linked and these will be either emails I do not want in Pipedrive or emails that should have contacts and therefore I need to set up.

I am interested to know if there is a workaround to being able to view emails not linked to contacts? Whilst for me this is an initial syncing issue, I do also get around 100 emails a day and it would be a very handy feature to be able to see these unlinked emails so I can deal with them en-bloc. Slightly surprised that this feature isn't standard, but being new to CRMs, I have nothing to compare.

Interested to hear any thoughts.

Ian

Answers

  • Josh Buesking
    Josh Buesking Member Posts: 178
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    You should be able filter your inbox:


  • Ian Randell
    Ian Randell Member Posts: 2
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    @Josh Buesking Thank you for this, but I don't want to filter for an existing contact, I want to filter all emails that are NOT linked to contacts. With this view I can quickly either delete rubbish emails or create contacts and assign the emails accordingly.

  • Josh Buesking
    Josh Buesking Member Posts: 178
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    Gotcha, read you wrong. Not sure there's an option.


    I filter on the gmail side, assign a label, then only sync that label to pipedrive.