Permalinks everywhere - why can't I link to some things directly?

johndbritton
johndbritton Member Posts: 14 VERIFIED MEMBER
Name Dropper 5 Up Votes First Comment
edited June 3 in Sales CRM #1

I've been running into issues with my workflow in Pipedrive as not everything has a permalink.

I often discus deals with people on the team and will want to link to a specific email or other item in the timeline of a deal, but there's no way to get a link to that object.

Someone please help, I can't be the only one having this issue.

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Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 234 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 25 Up Votes 5 Answers
    #2

    Hi @johndbritton I think emails are an exception because you can hypothetically connect same account for each user and all those emails will be technically different. I do agree emails are difficult to link. This will be addressed a bit with team inbox (you can assign emails to users there).

    The best workaround currently is a note mentioning the user you want to inform on the deal explaining which email below you're talking about.

    But yeah, annoying problem and no, you are not alone :)

  • johndbritton
    johndbritton Member Posts: 14 VERIFIED MEMBER
    Name Dropper 5 Up Votes First Comment
    #3

    you can hypothetically connect same account for each user and all those emails will be technically different.

    I don't quite understand what you mean by this.

    The best workaround currently is a note mentioning the user you want to inform on the deal explaining which email below you're talking about.

    Not an ideal workaround, but thanks for suggesting.

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