Using email templates, can we assign Deal/Contact fields to the 'To:' field....?

Tony Robson
Tony Robson Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

I want to build email templates linked to a deal, but where the email does not go to the deal contact. By default, the email brings up the deal contact field in the 'To:' field. I want the template to insert another field; eg the deal Owner field - can't seem to find a way of doing this?

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,041 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited December 2020 #2

    Hi @Steve Gilroy 

    Thanks for sharing. Depending on your need you can actually use our workflow automation to send email templates also to your deal owner. This GIF shows how. Otherwise it's unfortunately something from the detail view you have to fill in manually.

    image
This discussion has been closed.

Categories