How to handle or assign a mail to an info@ address

Oliver
Oliver Member Posts: 8 VERIFIED MEMBER
Name Dropper First Comment Photogenic
edited August 1 in Ideas and Product Feedback #1

Dear all,

sometimes I have to send a mail to an info@something.foobar e-mail address. How can I handle them properly, so that my colleagues can find them too? The adress is not assigned to a person.

I already added an text field for e-mails to organisations. So can I simply add the info@ address there and send a mail to this address and it will be handled in the same manner as an e-mail address of a contact?

How to you handle this?

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,320 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    Hi @Oliver that is a good question and I found that different users handle this in different ways. One way is the one you described, something like having the info@ email address in a custom field somewhere in the organization. Another possibility is to have a fake contact person linked to the organization that would have the info@ email address.
    Regardless of the one you choose, I would say the most important thing is that your team agrees on adopting it consistently. So, avoid something like having different team members using different methods.

  • Oliver
    Oliver Member Posts: 8 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    #3

    Hi @Manuel Oliveira,

    I just made a small test. I used one of my mail adresses and used them in a custom field and send a mail from this mail address to my business account. The mail wasn't shown in pipedrive accociated the organisation. This is, that I was hoping for.

    The approach with the fake contact, I prefer virtual contact, is working. The mail is shown in the orgainsation and for the virtual contact.

    So, there is a working workaround. On the otherside I am asking myself, why Pipedrive does not have native support for an organisational mail address?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,320 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #4

    Hi @Oliver Pipedrive was designed on the logic that emails are personal and belong to contact people, not the organizations themselves. So that is why linking an email address to an organization is not the same as linking it to a person.
    But I appreciate your valid use case; I have added your post to the feedback category so our product team can see it.

  • Oliver
    Oliver Member Posts: 8 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    #5

    Hi @Manuel Oliveira, I see the idea behind and this is quite reasonable. In our case, we have to deal a lot with central or common mail addresses like projectpartner@ or application@ or offer@. This are central mail adresses which are not bound to a particular person, but for us it is important to track all these mails too.

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