Tagging an email to the deal activity history
I was wondering if it's possible to tag an e-mail history (gmail) to the referred Deal (on the Activity).
On SalesForce when you add its own e-mail (like a SF tag) as BCC it's automatically saved on the Opportunity activity history.
Is this possible on Pipedrive too?
Boris Tsibelman Posts: 999edited December 2020 #2
Yes, this is possible inside of pipedrive as well.
Gianfranco Morbini Posts: 3edited December 2020 #3
Perfect. I'll test that.
Thanks for your help @Boris Tsibelman0
Inês Batata Admin Posts: 2,925edited December 2020 #4
Hi @Gianfranco Morbini , welcome to the Community!
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