How do you move an email to a different account in PD?

MV16
MV16 Member Posts: 1 VERIFIED MEMBER
edited March 14 in Sales CRM #1

Hello,

We have a few clients who's emails are showing up linked to another client's account. When we try to change where the email is attached, it doesn't always allow us to change it. Anyone have any ideas on how to fix that?

Thanks,

Meg

Answers

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 163 VERIFIED MEMBER
    100 Comments Second Anniversary 25 Up Votes 25 Likes
    edited October 2023 #2

    I might contact support on this one because an email showing up attached to a record that doesn't have that persons email address associated with that record strikes me as odd. You can test it yourself. Go to an account record that has emails associated with it. Change the email address of one of the contacts that has email records listed, refresh the page, and you will see those email records disappear. So long as there are not other emails associated with other contacts of that same record.

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