It currently isn’t possible to send one email for multiple deals – this would be a very welcomed fea

Carol
Carol Member Posts: 5
Second Anniversary Photogenic

#Development + #feedback + #suggestion

It would be very useful and save time being able to send one email for multiple deals.

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  • Anthony Bullock
    Anthony Bullock Member Posts: 2
    edited February 2022 #2

    Are you referring to using like a template? 

  • Andreia Freixo
    Andreia Freixo Posts: 186
    100 Comments Pipedrive Team
    CUSTOMER SUPPORT
    edited February 2022 #3

    Hi Carol,

    Thank you so much for your feedback on this. We do have a group emailing feature that can be used to send emails to multiple contacts at the same time. This feature can be used from the deals list view to send emails to the contacts linked to those deals.

    Another possibility is to use email templates to save time while sending emails individually.

    I truly hope this can help. If you have any doubts about any of these features, please don't hesitate to reach out to our lovely support team. They will be there to help and guide you.

    Kind regards,
    Andreia

  • Carol
    Carol Member Posts: 5
    Second Anniversary Photogenic
    edited September 2021 #4

    Are you referring to using like a template? 

    Nope, the user is using outlook and would like to put all her selected customers in the bcc option and use the smart bcc function from all of the relevant deals. Hope this makes sense. I had a dialogue with Diogo from Pipedrive support team if that helps

  • Carol
    Carol Member Posts: 5
    Second Anniversary Photogenic
    edited September 2021 #5

    Hi Carol,

    Thank you so much for your feedback on this. We do have a group emailing feature that can be used to send emails to multiple contacts at the same time. This feature can be used from the deals list view to send emails to the contacts linked to those deals.

    Another possibility is to use email templates to save time while sending emails individually.

    I truly hope this can help. If you have any doubts about any of these features, please don't hesitate to reach out to our lovely support team. They will be there to help and guide you.

    Kind regards,
    Andreia

    Hi Andreia,

    This isn't available in our current plan, This is great to know though, thank you for your speedy reply! 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,364
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited February 2022 #6

    You can do this if you have bulk edit permissions.

  • Carol
    Carol Member Posts: 5
    Second Anniversary Photogenic
    edited September 2021 #7

    You can do this if you have bulk edit permissions.

    Hi, we do have bulk edit permissions, but I can't see a way to do this. Do you have instructions at all? any help would be gratefully received