unlink an email from a deal and link it to another one improvement needed

Hi,

When unlinking  an email inside a deal, we should have an automatic pop up to link it to another deal. Instead, presently, the email disappears from the deal as expected but if you want it to be linked to another deal, you have to look for it back into the Inbox or the archive in Pipedrive mail... Not very practical.

Thanks

0
0 votes

· Last Updated -

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #2

    Hi @Guillaume ! We appreciate your suggestion and I've forwarded it internally for consideration.

    Currently the most central place to manage which emails get linked to which deals would indeed be the email inbox, but I can see how you might be working from a more deal-centered perspective and that would make sense.