About the BCC-Mail function
- About the BCC-Mail function: If I send an email (with companyname@pipedrivemail.com in BCC) to somebody who is a contact in PD, but not a deal, why does the email not appear in the contact side of the person? (And is it normal that it takes some time – it’s a bit irritating, especially for people who are new with Pipedrive.)It just shows up in my PD-Mail folder, but not in the contact itself. Is this a bug or a permanent situation? We are not a classical sales team and not every contact is a lead, therefore its important to us to know if we can still safe mails to contacts, without them being a Deal.
Comments
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Thank you for bringing that up, Milad!
Hope your day is going well?
The first thing to check would be this setting: https://sharing.pipedrive.com/ezAJ7f
If the "Automatically link emails with deals" setting is on - but, after forwarding emails using Smart BCC - the emails still do not get linked - please reach out to support@pipedrive.com or in-app chat.
And our specialists will troubleshoot and look into the issue.
Thank you in advance
Kind regards,
Vladimir
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Hi Vladimir,
thanks for the response, I already sent it to one of your colleagues, he told me to post it here
Looking forward to the solution. Thanks
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I see, Milad!
Unfortunately I do not find any recent conversations opened with support thus cannot review them to see how the troubleshooting did go.
Can you please reach out via in-app chat or support@pipederive.com so that our Customer service Experts can help?
Thank you in advance,
Kind regards,
Vladimir
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