Mail Inbox

It would be nice to have the names of email senders that are in Leads or Contacts underlined or highlighted to show that they exist. This would help to prevent deleting an email that was from these groups.

0
0 votes

· Last Updated -

Comments

  • Hans Nieto
    Hans Nieto Posts: 42
    edited July 2020 #2

    Very good idea!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #3

    Hi @Ed Stephenson !

    Can you give me some more details about your suggestion? Perhaps a screenshot exemplifying what it would look like? I'd like to forward it internally but first I'd like to get a clearer picture of what you're thinking. Thank you!

  • Ed Stephenson
    Ed Stephenson Posts: 8
    edited February 24 #4

    Ines,

    Please review the following video:  https://www.chaossoftware.com/university/intellect401-add_sender_to_contact_list.aspx 

    This is from Intellect Software (The Software I am Migrating to Pipedrive from) There are other videos that your team should look at - Intellect is an awesome software product - the reason I am moving is because it is not web based and has issues with performing synchronization, otherwise, I really enjoyed using it - Pipedrive should work out a deal with them! 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #5

    Ines,

    Please review the following video:  https://www.chaossoftware.com/university/intellect401-add_sender_to_contact_list.aspx 

    This is from Intellect Software (The Software I am Migrating to Pipedrive from) There are other videos that your team should look at - Intellect is an awesome software product - the reason I am moving is because it is not web based and has issues with performing synchronization, otherwise, I really enjoyed using it - Pipedrive should work out a deal with them! 

    Thank you for your video, @Ed Stephenson .

    You can create new contacts directly from messages in your Pipedrive email inbox, as well as add more email addresses to contacts that already exist and even associate that email message to a new or a pre-existing deal - take a look at the example below.

    Pipedrive will always seek to recognize the email address a message is coming from and scan to see if it matches an already existing person, so you can decide if you want to add it to your contact list.

    image

     

    I'm sorry to hear you've been having issues with synchronization. I suggest you reach out to our Support team so they can help you with any troubleshooting necessary to help you get it up and running smoothly.