E-mail sync, how to work around the lack of folders within pipedrive

Lars Lundqvist
Lars Lundqvist Member Posts: 1 VERIFIED MEMBER
edited May 2022 in Sales CRM #1

I'm a quite new user of pd, and just figured out that there is no possibility to organize my pd inbox with different folders. My question to this forum is how do you more experienced users work around that issue? I'd prefer to only work in one inbox instead of keeping both pd and my outlook organized.

Regards,

Lars

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited September 2021 #2

    You can keep the folders in outlook and use that to organize your emails as needed.

     

    PD is there for you to be able to read & respond to your email.

  • Joshua Hindman
    Joshua Hindman Member Posts: 35 VERIFIED MEMBER
    10 Comments Second Anniversary Photogenic Solution Provider
    edited September 2021 #3

    Hey Lars,

    Pipedrive's email inbox is definitely not a replacement for your email client. I find the biggest value with is connecting emails do a deal. It's not really an ideal solution for managing your inbox. I would focus on Outlook for that and ignore the inbox in Pipedrive. Hope that helps!

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