Hello, how can I transfer a previous email conversation to a new lead? Thanks a lot.

zain

I must transfer a historical conversation record to a new lead for customer follow-up.

Liz (Ops Designed)

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

Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations