Linking e-mails to open deals, not won.

martim
martim Member Posts: 3
Photogenic First Comment

Regularly I have to link received mail messages (through the BCC option) to deals, however 99% of the time Pipedrive suggests I link them with "Won" deals and not open deals. It also seems to pick old deals first. It seems more logical that it would suggest open deals or at least the most recent ones, not won (and closed) deals.

Is there a way to stop Pipedrive from suggesting "Won" deals or prioritize open deals in the pipeline or at minimum organize them from most recent to oldest?

Image: I have a current open deal with this client yet pipedrive suggests old won and closed deals, some more than 5 years ago.


Answers