I sent email from the deal on PD but it is saved to the person not the deal

Colin Edgar
Colin Edgar Member Posts: 7 VERIFIED MEMBER
Fourth Anniversary First Comment
edited March 14 in Sales CRM #1

Does anyone know why this is happening and how to solve it?

Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 347 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    #2

    Hi @Colin Edgar

    Best if you can check directly with our official Support - they can check the Deal ID, Person, emails, etc, all the necessary details. In general, in Pipedrive automatic email linking is based on the email address and the Contact Person. It will auto-link to a deal if this Contact person has 1 open deal/lead/project. But check your specific case via in-app chat or email support@pipedrive.com to learn more. Thanks!

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