*Feature Idea* Specify default 'send to' person in email templates set up

Keely Biggs
Keely Biggs Posts: 14
10 Comments
edited July 2022 in Ideas and Product Feedback #1

When creating/editing email templates it would be useful to be able to specify which person the email template should be sent to when sending from deals, using custom person fields in deals.

We have custom fields for different types of people related to the deal - accounts contact, site contact, architect etc.

So accounts-related email templates set up to send to the accounts contact, site-related email templates to site contact person etc.

This would save time and reduce the risk of mistakes happening. 

What do other Pipedrive users think?

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  • Mike van der Valk
    Mike van der Valk Posts: 4,058
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited October 2020 #2

    Hi @Keely Biggs 

    Thanks for sharing, I've passed it on to the team. I'm not sure what the priority will be as your request depends on the usage of custom person fields if I understand it correct and not all our users are using those.

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