Multiple Emails for single activity

CJ Cunningham
CJ Cunningham Member Posts: 2
edited July 2022 in Sales CRM #1

New to Pipedrive.  Any idea when I create a new activity that I receive multiple email notifications for a single activity?  In this case, the activity was created manually, not through Workflow Automation.

image
60c3708e69a98e4b446ae908_91244.png
Tagged:

Comments

  • Aaron Douglass Bailey
    Aaron Douglass Bailey Member Posts: 43
    10 Comments Elite Solution Provider
    edited February 2022 #2

    Hi CJ,

     

    Are you saying you want to receive multiple notifications or you'd like to reduce the number you receive?

     

    Aaron

    www.weevolvebusiness.com

     

  • CJ Cunningham
    CJ Cunningham Member Posts: 2
    edited June 2021 #3
    Aaron Douglass Bailey said:

    Hi CJ,

     

    Are you saying you want to receive multiple notifications or you'd like to reduce the number you receive?

     

    Aaron

    www.weevolvebusiness.com

     

    Sorry.  Should have been more clear.  I want to eliminate receiving duplicate emails for the same activity.  I had it set to receive my activity emails at 7 am each day.  I get 3 for the same activity, which was just a follow up call I added manually.

  • Aaron Douglass Bailey
    Aaron Douglass Bailey Member Posts: 43
    10 Comments Elite Solution Provider
    edited June 2021 #4
    Aaron Douglass Bailey said:

    Hi CJ,

     

    Are you saying you want to receive multiple notifications or you'd like to reduce the number you receive?

     

    Aaron

    www.weevolvebusiness.com

     

    Thanks for clarifying. 

    Without seeing the settings it could relate to this:

    image

    If you have an activity set in a deal, the activity is automatically linked to the person and organisation related to the deal. 

    So if you are set to receive notifications for all three, you will likely receive three. 

    I would guess that the notifications each refer to a person, deal, and organisation?

    Test setting this to just 'deals' and see if it solves the problem. 

    Regards,

     

    Aaron

    www.weevolvebusiness.com

  • Keith Gereghty
    Keith Gereghty Member Posts: 58
    10 Comments Second Anniversary Name Dropper
    edited June 2021 #5

    I had the same problem. It has something to do with the current Sales Assistant. Support said switching to the New Sales Assistant version Beta (but near completion) would solve the problem. Will get the switch on Monday 6/14/21 and see how it goes. 

  • Kreete K
    Kreete K Moderator Posts: 360
    Third Anniversary 100 Comments 25 Likes 5 Answers
    CUSTOMER SUPPORT
    edited June 2021 #6

    Hello!

    If you are still facing issues with this, please reach out to our Support team via chat or email [email protected]. This will allow us to check your account and investigate further. Thank you!

  • Sam Joseph
    Sam Joseph Member Posts: 1
    edited June 2021 #7
    Aaron Douglass Bailey said:

    Hi CJ,

     

    Are you saying you want to receive multiple notifications or you'd like to reduce the number you receive?

     

    Aaron

    www.weevolvebusiness.com

     

    Same problem here. How do I access the screenshot that you posted?

  • Keith Gereghty
    Keith Gereghty Member Posts: 58
    10 Comments Second Anniversary Name Dropper
    edited June 2021 #8

    The good news is that by converting to the Sales Assistant-notifications I have stopped getting 2 emails daily showing the next days activities. 

    The bad news is that I am no not getting any emails daily showing the next days activities. Not a huge deal on my end because I am a 1 man company. For the rest of you it this may be a big deal.

Categories