Sales Inbox - lacking key functionality?
I'm trying to use the Sales Inbox to make sure emails are linked to the correct Deals, so no conversations are missed while progressing a Deal.
Many times, the email is not linked to a Deal automatically (emails missing on person, etc - usual stuff) ... so I have OVER 100 EMAILS that I want to link.
I see MY NAME in the first column. I DO NOT SEE the recipient name. I have to click into the Deal, scan the recipient, and then go over to the right to search for and link to the Deal.
I would like:
- The recipient name as a column (or optional to choose as an additional column if not everybody wants it)
- Ability to sort by column (so this new recipient column)
- Ability to BULK ACTION - link to Deal - as a minimum
Am I doing something really wrong that has led to this? Surely the Pipedrive didn't miss such basic functionality as it's rendering my ability to use PD as a sales tool pretty miserable just now. Right now, I will spend a few minutes a day matching up - but doing very little and not making much headway on the huge sales inbox.