Change the date of mails

Options
Daniel Bönisch
Daniel Bönisch Member Posts: 1
edited July 2022 in Sales CRM #1

Sometimes I forget to forward mails of my clients to Pipedrive. When I do it a few days (or weeks ;-) ) later, the forwarded mail appears in the activities according to the date I have transferred it to Pipedrive. Is there any chance to manipulate the date in Pipedrive to bring it into the order of the actual timeline?

Thanks in advance!

Daniel 

Comments

  • Inês Batata
    Inês Batata Posts: 2,059 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited July 2022 #2
    Options

    Hi @Daniel Bönisch !

    I'm afraid it's not possible to change the date of when the email was forwarded into Pipedrive, but if you're creating an activity to match it all you have to do is open the activity and edit it's due date.

    Have you considered using our 2-way email sync? That way you don't have to worry about manually forwarding emails into PIpedrive, all you need to to is choose which folders you want to sync and they'll automatically mirror what you have in your external email box. Learn more about it here: Email Sync.