Daily e-mail reports

Ze_Garrido
Ze_Garrido Member Posts: 4 VERIFIED MEMBER
First Comment
edited June 2024 in Sales CRM #1

Hello, everyday I receive and e-mail with things that I have to do in PipeDrive, is it possible to edit what comes in that e-mail ?

Thank you !

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Best Answer

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 123 VERIFIED MEMBER
    100 Comments Third Anniversary 25 Likes 5 Up Votes
    #2 Answer ✓

    @Ze_Garrido one possible workaround:

    create an insights dashboard with reports containing infos you need, like you mentioned. set to a date filter "yesterday" or "today". thru make, zapier or a google mail extension, create an email automation to send yourself an email with that link.

    or just make a bookmark in your browser to the dashboard page and visit it every day to catch up on events.

Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 123 VERIFIED MEMBER
    100 Comments Third Anniversary 25 Likes 5 Up Votes
    #3

    Hi @Ze_Garrido ! You can change what is being reported in the notification settings:

    image.png

  • Ze_Garrido
    Ze_Garrido Member Posts: 4 VERIFIED MEMBER
    First Comment
    #4

    Yes, but its very limited, I wanted to be able to edit what I receive.

    I wanted to receive just some of my daily activity, just like a report that I create, but instead of just the report being there, I wanted to receive it automatically by e-mail.

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