✉️ Improved Email Recipient Suggestions for Team Collaboration 🤝

Helena Parmask
Helena Parmask Pipedrive Team Posts: 27 PIPEDRIVE TEAM
Third Anniversary 10 Comments 5 Likes Name Dropper
edited December 17 in What's New #1

We are happy to share an improvement to the recipient suggestions functionality in Pipedrive’s email composer.


What’s new:

Recipient suggestions in the To/CC/BCC fields now include Pipedrive users within the company account, alongside existing contact suggestions.


Why:

Sales is a team effort, and our customers have shared feedback about the effort involved in manually entering colleagues' email addresses when collaborating on customer communications. To simplify this, some users have been creating contact profiles in Pipedrive for their team members. While this workaround helps in the short term, it can lead to data issues like cluttered History sections in detail views and inconsistencies with email linking.


How the update helps:

This update allows users to quickly select colleagues from a suggestions list, eliminating the need to manually type email addresses or create extra contact profiles. It streamlines email collaboration, saves time, and ensures your data stays clean and well-organized.

We’re excited for you to try it out and share how it improves your workflow!


Thank you,
Helena from Pipedrive

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Comments

  • Petr Vojtechovsky
    Petr Vojtechovsky Member Posts: 6 VERIFIED MEMBER
    Photogenic First Comment
    #2

    Hello, where exactly should I see the suggestions? Do I have to take any action to see them? If I click in the To/CC/BCC box, nothing happens. When I start typing my colleague's name, the results don't give me a preference. Thank you for the clarification.

  • Helena Parmask
    Helena Parmask Pipedrive Team Posts: 27 PIPEDRIVE TEAM
    Third Anniversary 10 Comments 5 Likes Name Dropper
    #3

    Hi @Petr Vojtechovsky 👋 To see recipient suggestions when typing in the To/CC/BCC fields, follow these steps:

    1. Ensure your colleagues are users in your Pipedrive account. Only users within your account will appear as suggestions.
    2. When you click in the To/CC/BCC field in the composer, start typing your colleague's name or email address. Suggestions should appear dynamically as you type.

    I hope this helps. However, if you're still not seeing suggestions, please contact our support team – we’ll be happy to assist further.

  • Craig Beaumont
    Craig Beaumont Member Posts: 72 VERIFIED MEMBER
    Second Anniversary 10 Comments 5 Up Votes Name Dropper
    #4

    Hi is this live or do i need to ask for access

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,323 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #5

    Hi @Craig Beaumont this is live so you should be able to see other active users as email recipient suggestions via the email composer.

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