How to link an email to a deal when it's linked only to a contact?

Sue Steckle
Sue Steckle Posts: 26
edited July 27 in Sales CRM #1

Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with? 

I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous email (from Outlook) and copied the generic BCC email for our company so it would link to the contact. It did. Then I received feedback from a colleague that a deal exists and he is linked as a participant, but this email isn't showing in the deal. 

Is there a way to link emails received into Pipedrive to a deal? I've looked in my email queue, and at the email on the contact's page, and see no way to do this.

Help? 

Comments

  • Flip Nolen
    Flip Nolen Community Driver Posts: 128
    100 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    In the Pipedrive email view, if you click on the date of the email on the very right-hand side, a box will pop out where you can LINK TO A DEAL.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #3

    In the Pipedrive email view, if you click on the date of the email on the very right-hand side, a box will pop out where you can LINK TO A DEAL.

    Hi @Sue Steckle !

    To piggyback on  @Felicity Nolen 's tip above, clicking anywhere to open the email message in your Pipedrive inbox will show you something similar to this:

    image

     

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️

  • What happen when you want to link an email to a deal that somebody else sent?

    Is it possible?