Bulk assign emails to deals
Hoping to submit this as a feature request: the ability to bulk assign emails to deals. I notice the majority of deals link correctly with the auto feature, but it would also be really neat if I could bulk assign/reassign emails to deals, especially when the auto feature gets it wrong. Keeping my fingers crossed!
Matthijs Sillevis Smitt Posts: 2edited May 2022 #2
Have you received any feedback on this? I am also looking for this solution. Thanks.0
Mylène Sage Posts: 3edited May 2022 #3Matthijs Sillevis Smitt said:
Have you received any feedback on this? I am also looking for this solution. Thanks.
Also interested, the feature could be great but is a time waste when there is a lot of communication with a stakeholder.0
Mark Haller Posts: 19edited May 2022 #4
I have spent the last 5-10 minutes shaking my head that this is not part of the core yet. I suggested it a long time ago directly via the helpdesk/live chat.
Please tell me this is going to happen and due for release soon?
A lot of my emails are assigned correctly. However, HUNDREDS of them are not. I do a search for a client name - I can see all of them match what I wanted. I tick them in bulk - I want to Assign to a Lead/Deal straight away. You're telling me I need to do this one by one?
Come on guys, no new features - let's have this :-)0
Miranda_17411 Posts: 15edited May 2022 #5
From my understanding, the more we ask the more it will get noticed!0
Thomas Teichmann Posts: 1edited July 2022 #6
We have the same problem. Hundreds of emails are not linked to our deals. Bulk assign emails to deals should be an essential feature for a CRM solution. It is very hard to go through all the emails and link them manually one by one. I hope it is solved immediately. Fingers crossed.0
Crystal Delaney_82636 Posts: 1
I've asked for this many times as well. There are times I want to assign an email or thread to a deal that wouldn't normally get auto assigned. i.e. Google Number text threads or intro lead emails. Most of my emails also don't get auto linked. I'd also like a flag feature, but that's a suggestion for another day; pick your battles and all that.0