Residential Sales/Estimating

I have run into some issues with emails and how they are linked to projects. 

I believe you should be able to link an email to a contact that is not necessarily included on the email. 

For instance, I deal with sales. We may email each other internally regarding a client, but the client is not included on the email. There should be a way to tie that email to the client's contact so that we have a log of the correspondence directly linked to the customer.

Additionally, sometimes we email about different projects/deals in one email. We should be able to link emails to multiple deals.

I believe this makes sense and would be a useful feature to anyone using the program.

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  • Helio_2884
    Helio_2884 Moderator Posts: 83
    10 Comments Pipedrive Team
    edited July 2021 #2


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