Hello, how can I transfer a previous email conversation to a new lead? Thanks a lot.
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I must transfer a historical conversation record to a new lead for customer follow-up.
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Hi @zain -
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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