Sending Emails on Behalf of Someone

Emily J. Gumpel
Emily J. Gumpel Member Posts: 3
First Comment

Is it possible to send templated emails on behalf of someone on my team? This is in reference to a 1:1 email, not bulk.

Thanks.

2
2 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,087 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2022 #2

    Hi @Orrain Lee unfortunately it's not possible. However, I've added the "feedback & feature suggestions" tag to your post. This way our Product managers will see your feedback and can consider it against other ideas.

  • Emily J. Gumpel
    Emily J. Gumpel Member Posts: 3
    First Comment
    edited July 2020 #3

    Hi @Orrain Lee unfortunately it's not possible. However, I've added the "feedback & feature suggestions" tag to your post. This way our Product managers will see your feedback and can consider it against other ideas.

    Many thanks!

  • Brian Kleijnjans
    Brian Kleijnjans Member Posts: 2
    First Anniversary
    edited August 2021 #4

    Any updates on this?  I'm a past salesforce user and it was a native feature.  It would be beneficial for our sales assistants sending proposals on behalf of the reps....

     

  • Bram Lyng Andersen
    Bram Lyng Andersen Member Posts: 5
    First Comment
    edited February 2022 #5

    Coming from Zoho CRM and also really need this, impossible to setup this companywide. Need "send as logged in user" as an option.

  • SPS
    SPS Member Posts: 5
    Photogenic First Comment

    agreed, require this feature also

  • Carsten Mohs
    Carsten Mohs Member Posts: 1
    First Comment Photogenic First Anniversary

    We would also highly appreciate that feature. It is a common use case, that sales assistants are sending messages on behalf of a sales rep, while being logged in and acting with their own user.

  • IanW
    IanW Member Posts: 2
    First Comment

    agreed, we are new to Piepdrive, looking for this feature and finding it doesn't exist!!