Let me assign multiple emails to a deal at once
Oftentimes, I want to assign multiple emails to the same deal. However there is no easy way to do so.
What I'd love to be able to do is: Once I select more than an email (1), an "Assign To" button (or "Associate", or anything like that) would appear (2) and let me pick a deal to associate to the selected emails:
Comments
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Hi @Igor Abade sounds like a great suggestion, passing it along to the team
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Mike van der Valk said:
Hi @Igor Abade sounds like a great suggestion, passing it along to the team
Hi, is there any news on this feature?
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Mike van der Valk said:
Hi @Igor Abade sounds like a great suggestion, passing it along to the team
Hi Mike
when will this feature be added to Pipedrive?
Thanks,
Matthijs0 -
Mike van der Valk said:
Hi @Igor Abade sounds like a great suggestion, passing it along to the team
Hi Matthijs and Vesna,
Unfortunately it's not in the immediate plans of the emailing team. I spoke with the team and at the moment most focus is going into making sure the service is stable and we have some regulatory work to do. I asked them to consider this update for after that work is done but I hope you understand I can not guarantee this as there might be other bigger customer requests and priorities.
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Just to add my support for this feature. It would save a lot of time tying up historic e-mails that have a keyword or phrase in them to the appropriate deal - Especially for new users that have uploaded their previous years worth of e-mails.
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