Email Synch

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Andrew Hjort
Andrew Hjort Member Posts: 1
Photogenic First Anniversary
edited July 2022 in Sales CRM #1

New (ish) to Pipedrive.  We have multiple travel agents each with their own OUTLOOK subfolder. Moving to pipedrive, which is better, linking each subfolder or having one folder for all stuff linking to Pipedrive?  At present, OUTLOOK rules move incoming and outgoing messages into the related subfolder

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited January 2022 #2
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    Hi @Andrew Hjort 

    It would be easiest if you don't have to change anything in Outlook setup. You can when connecting your email sync select to either sync all emails or just those from specific folders. Each travel agent can sign into their Pipedrive user, connect their email sync and just select the folder they want to sync. 

    Hope I understood you correct! :)