Access to emails

Tehsin Khan

Hi

I have recently added my colleagues to PipeDrive. When looking at deals, he does not have access to the emails that I have sent in connection with the deals.

How can I give him access to this?

Thanks

TK

inacyakup

Hi @Tehsin Khan

You can solve this problem by opening the email address in pipedrive.

Liz (Ops Designed)

Hi @Tehsin Khan,

I can’t say for certain, but the most common cause of this is that the email sharing settings are not set to share all linked email conversations with others in the company. If you did not have your colleagues in Pipedrive previously, you may never have noticed. This video explains the different email linking and sharing settings.

Please feel free to reach out if you would like additional support.

- Liz

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