Flagging/Labeling of emails

Bernd Auer www.pd-experts.com
Bernd Auer www.pd-experts.com Community Driver Posts: 372
100 Comments 25 Up Votes Second Anniversary 5 Likes

It would be great if you could flag or label emails.

If you communicate a lot with your customer, it is really hard to find the important information in the deal history, especially if you search in deals from colleagues. I can find my own mail in GMail, but if I don't have access to the mailbox, it's almost impossible to find the right information. With a label or a flag you could mark the important mails and in a perfect world you could filter them.

As a workaround you could of course put the important passages as a note, but the other way would be better.

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 22 #2

    Thanks for sharing @Bernd Auer 😊the team has received your feedback and will take a look!

  • Kevin Carney
    Kevin Carney Posts: 1
    edited October 2020 #3

    Thanks for sharing @Bernd Auer 😊the team has received your feedback and will take a look!

    Is this feature available?

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #4

    Thanks for sharing @Bernd Auer 😊the team has received your feedback and will take a look!

    Unfortunately not @Kevin Carney it's on the backlog of ideas but hasn't been prioritised at this moment in time.

  • Riccardo_39897
    Riccardo_39897 Posts: 1
    edited April 2021 #5

    I am not sure if @Bernd Auer was talking about gmail labels or any other labelling system within Pipedrive, however my concern is specifically about the labels I used to create in Gmail.

    Is there any way to assign/create a given gmail label in Pipedrive and synchronize with Gmail account?

     

     

  • Quentin Clément de Colombières
    edited October 2021 #6

    Totally agree with Bernd. Being able to flag and filter important emails would be great

  • Bradley Spurr
    Bradley Spurr Posts: 3
    First Anniversary Photogenic
    edited January 17 #7

    +1

    I have two use cases for this: 

    1) Tagging key emails, as mentioned; but also, 

    2) Segregating conversations within a deal. Deals consist of external conversations with the prospect but also internal conversations with partners and collaborators. Tagging and filtering threads would be helpful.

  • Lucie Gutfreund
    Lucie Gutfreund Posts: 2
    edited February 2 #8

    Thanks for sharing @Bernd Auer 😊the team has received your feedback and will take a look!

    Mike when will this be looked into? It's been two years since flagged above and it would be appreciated if a useful feature could be brought forward. Thank you

  • James Harper
    James Harper Posts: 2
    edited February 2 #9

    Thanks for sharing @Bernd Auer 😊the team has received your feedback and will take a look!

    Amen. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2 #10

    Thanks for sharing @Bernd Auer 😊the team has received your feedback and will take a look!

    @Lucie Gutfreund and @James Harper I'm very sorry but after checking in with the team they shared this is on the backlog still and there are currently technical works planned to make sure the sync itself performs better. After that we can think again on improving the functionality. I've made sure this one will be considered for sure but can't promise anything on timelines unfortunately :( 

  • David Smart
    David Smart Posts: 2
    edited March 21 #11

    I also think this is a big area for improvement. I simply need to be able to flag an email to revisit in the future without either a) creating a separate activity called 'follow up on email' or b) leaving pipedrive to flag the email in gmail / outlook.