Change the date of mails
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!
Inês Batata Admin Posts: 2,925edited July 2022 #2
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.0