Hello, How can I bring an old conversation from my email to a new lead? Thnks a lot

KG

I need to bring an old conversation record to a new lead for follow-up costumer

Liz (Ops Designed)

Hi @KG - 

You can do this within the Sales Inbox in Pipedrive. Please check out this video for a demonstration https://youtu.be/liRNkyvMIgM?feature=shared&t=65

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

- Liz

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