How to link an email to a deal when it's linked only to a contact?
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
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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.
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Felicity Nolen said:
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:
Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️
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What happen when you want to link an email to a deal that somebody else sent?
Is it possible?
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