Sales Inbox - lacking key functionality?

Options
Mark Haller
Mark Haller Member Posts: 24
Name Dropper First Anniversary First Comment Photogenic

Hi all

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.

Comments

  • MC
    MC Member Posts: 70
    5 Likes 5 Up Votes First Comment Name Dropper
    Options

    Any reply to (or fix for) this yet @Mark Haller ? We're evaluating Pipedrive so this is very concerning.