Linking e-mails to open deals, not won.
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
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FWIW, I have experienced the same behavior
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@martim and @Jonathan Gennick I've seen this too, and think the emails linked to deals can be handled better.
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I've started a Product suggestion post to help with this - please give it an upvote to help with this management of emails and deals.
👉️https://community.pipedrive.com/discussion/14360/link-unlink-emails-to-deals-from-a-deal/p1?new=1
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