Bulk link emails to deal

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Comments

  • Nat Simmons
    Nat Simmons Member Posts: 4 VERIFIED MEMBER
    First Anniversary Photogenic First Comment
    edited December 20 #62

    I just went to do this as we have just moved to PipeDrive and I have 6 months worth of emails that I want to link to deals associated with particular clients.

  • cridgely
    cridgely Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited December 12 #63

    I wanted to re-up this to keep it active. I can't believe it isn't a feature and seems like it should be a VERY easy addition.


    Please make it possible to bulk select emails and assign them to a known deal instead of making me click in and do it individually.

  • James Gunn
    James Gunn Member Posts: 1 VERIFIED MEMBER
    First Comment Photogenic
    edited December 12 #64

    Given how useful the 'search' is in the emails section, it seems logical to be able to bulk select emails and link them all to a single deal and/or lead. Game changer and much needed. Will likely contribute to whether or not we continue to use Pipedrive or not.

  • Suzanne
    Suzanne Member Posts: 7 VERIFIED MEMBER
    First Anniversary Name Dropper Photogenic First Comment
    edited December 12 #65

    Wow. surprised this isnt already a feature. Just getting going and strongly need this capability to save time. Been very frustrating.

    Any updates???

  • Suzanne
    Suzanne Member Posts: 7 VERIFIED MEMBER
    First Anniversary Name Dropper Photogenic First Comment
    edited December 12 #66

    cant believe this isnt a standard feature. limits functionality and almost a deal break (pun intended).

  • AndyR
    AndyR Member Posts: 2 VERIFIED MEMBER
    First Comment
    #67

    I would love to have the option to select multiple emails and bulk assign them to a lead or deal. Seems like this was something that was available years ago but now not finding it.

  • lifeofleon
    lifeofleon Member Posts: 7 VERIFIED MEMBER
    First Comment
    edited December 20 #68

    This is actually nuts. Pipedrive response to anything:

    "We'll look into it".

    It's actually astonishing how many features I search for that don't actually exist. Truly.

  • PipeDriver
    PipeDriver Member Posts: 22 VERIFIED MEMBER
    10 Comments Photogenic 5 Likes Name Dropper
    edited December 12 #69

    Agree, it would be great to have an option to attach a deal when sending a bulk group email to numerous contacts.

  • StevenBrown
    StevenBrown Member Posts: 1 VERIFIED MEMBER
    First Comment
    #70

    I see there are quite a few people looking for this feature to be implemented. I will join the growing list. Seeing as the last person to comment was in 2022 and I am now posting in 2024, I am gathering this feature has still not been implemented. Can you tell me if this is currently being worked on or even in the pipeline of things to do?

  • Simon ICFG
    Simon ICFG Member Posts: 4 VERIFIED MEMBER
    First Comment
    edited December 20 #71

    I totally agree and would like to see this feature to be implanted.

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