Link email to deal from person/organization view
I am viewing a person or organization. I would like to link an email with that person/organization to a deal from within that very same view.
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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.0 -
You used to be able to do this in a round about way by clicking on the message and "open in mail", then link from there, but that button has been removed.
It would be so much easier to link the appropriate emails from the "Person" or "Org" pages. PLEASE add this functionality.
It would be even better if there was a box at the top of the email showing what it is linked to, just like the "Tag" box, but for the associated "Deal" or "Lead".
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Hi @Erik Lindholm and @ohlr, thank you both for your feedback. We are currently working on improving the linking functionality and will be releasing some enhancements to linking entry points soon. Thanks again for sharing your thoughts!
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@ohlr @Erik Lindholm
Hello! We’ve recently begun rolling out an update. You can now link email threads to items directly from detail views and the Sales Inbox list view. More info here: Updates to Email Linking.0 -
Hi @ohlr, we’ve recently begun rolling out an update. You can now link email threads to items directly from detail views and the Sales Inbox list view. More info here: Updates to Email Linking.
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@Helena Parmask this amazing. Congrats on the new design!
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@Helena Parmask this amazing. Congrats on the new design!
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@Helena Parmask just got it working today. This is very helpful! Thank you.
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