Question: Can you attach an email to a lead? I am emailing leads from the lead page and nothing is c

John Shelburne
John Shelburne Member Posts: 41
First Comment
edited July 2023 in Sales CRM #1

 I am emailing leads from the lead page and nothing is captured. I would like to track emails sent to leads and how many emails it takes to either qualify/unqualify the lead.

Comments

  • Inês Batata
    Inês Batata Posts: 2,091
    5 Likes First Anniversary First Answer Name Dropper
    PIPEDRIVE TEAM
    edited August 2020 #2

    Hi @John Shelburne !

    For the time being, emails can only be sent to Leads manually. The email message won't show up in the Lead view or be linked to the Lead, but it will show up in your Pipedrive Inbox's "Sent" folder. We understand this is not ideal, but Leads is still in beta phase and we have a lot of plans to make it stronger. I have made sure to send your feedback to our team.

    That being said, here are some pro tips to stay on top of things:

  • Tim Gahan
    Tim Gahan Member Posts: 1
    First Comment First Anniversary

    Is this still the same or has there been an update where emails can be attached to leads?