Link email to deal from person/organization view

ohlr
ohlr Member Posts: 30 VERIFIED MEMBER
Second Anniversary 10 Comments 5 Likes 5 Up Votes
in Ideas and Product Feedback #1

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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  • Erik Lindholm
    Erik Lindholm Member Posts: 20 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Likes Name Dropper
    #2

    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".

  • Helena Parmask
    Helena Parmask Pipedrive Team Posts: 12 PIPEDRIVE TEAM
    Third Anniversary Name Dropper First Comment Photogenic
    #3

    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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