✉️ Improved Email Recipient Suggestions for Team Collaboration 🤝

Helena Parmask
Helena Parmask Pipedrive Team Posts: 25 PIPEDRIVE TEAM
Third Anniversary 10 Comments 5 Likes Name Dropper
edited 8:04PM 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