Sending Emails on Behalf of Someone

Emily J. Gumpel
Emily J. Gumpel Member Posts: 3 VERIFIED MEMBER
First Comment
edited July 2022 in Ideas and Product Feedback #1

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.

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,037 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    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 VERIFIED MEMBER
    First Comment
    edited July 2020 #3
    Mike van der Valk said:

    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 VERIFIED MEMBER
    Second 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 VERIFIED MEMBER
    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 VERIFIED MEMBER
    Photogenic First Comment
    #6

    agreed, require this feature also

  • Carsten Mohs
    Carsten Mohs Member Posts: 1 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic
    #7

    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 VERIFIED MEMBER
    First Comment
    #8

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

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