email tracking & filing of Subject Line in the email
Currently this is not done but it would be AMAZING if this could be done, let me explain:
We are an insurance broking business, two email situations apply:
1. We send & receive emails to/from individuals in organisations asking for information, getting information, answering questions, send them quotes, sending them documents – all tracked and filed by Pipedrive – this will be about 30%-40% of total emails for this organisation
2. We also email insurance companies and service providers, and in return they email us, all related to the ORGANISATION not the individual = this will be about 60%-70% of total emails for the ORGANISATION - this is NOT captured by Pipedrive
We would love to be able capture this 60%-70% of email traffic in Pipedrive, can anybody help?
Mike van der Valk Posts: 4,052edited October 2020 #2
I'd recommend to create a contact person with the name of the organization on email address [email protected] for example which you can then link to the organization as well. This will make sure everything syncs properly.0