Can I link a e-mail to a project AND a deal at the same time?

Kyle H
Kyle H Member Posts: 1 VERIFIED MEMBER
edited July 2023 in Sales CRM #1

I am using pipedrive to track e-mails with projects and another department is using pipedrive to track the same e-mails with deals. When they link a e-mail to a deal it seems like I cannot link that same e-mail with a project as well it's one or the other.

Please help as it makes pipedrive somewhat useless to me if I can't link e-mails to both.

Answers

  • Vinutha Kolli
    Vinutha Kolli Member Posts: 6 VERIFIED MEMBER
    Name Dropper Photogenic First Comment
    #2

    Looks like the project go started recently and needs more work. This either / Or is ruining the experience. Need a better approach.

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