Link Email to Lead/Deal from Person View
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ohlr
Member Posts: 28
I am viewing a person (https://….pipedrive.com/person/…) which already has a lead (https://….pipedrive.com/leads/inbox/…) assigned to it. The previous emails are however not yet linked to the lead but only to the person.
Could you please add a button in the person view (https://….pipedrive.com/person/…) to be able to link existing email conversations to a lead/deal.
The current workaround to find that email thread in the inbox (https://….pipedrive.com/mail/search/thread/…) and link it from there is just horrible in terms of UI.
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