Is it possible to send emails within a Lead? It appears that you can only schedule an activity.

0
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Hi @Chris Johnson not yet, but stay tuned, the coming period we're developing the leads section further and tying it into the rest of Pipedrive step by step including the email features.

  • Simon Gifford
    Simon Gifford Posts: 2
    Second Anniversary Photogenic
    edited September 2020 #3

    Hi @Chris Johnson not yet, but stay tuned, the coming period we're developing the leads section further and tying it into the rest of Pipedrive step by step including the email features.

    The sooner the better please. Being able to add an activity (eg send email) but not being able to do it, is not very useful :)

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited May 2020 #4

    Hi @Chris Johnson not yet, but stay tuned, the coming period we're developing the leads section further and tying it into the rest of Pipedrive step by step including the email features.

    I agree Simon, our team is aware of this request and it's in the plans. 
    There's just some other functionality that is even more critical according to the feedback from the users. Like custom fields, filtering, etc.. this is being worked on right now.

  • Paul Keck
    Paul Keck Posts: 6
    Second Anniversary Photogenic
    edited September 2020 #5

    It seems one can send the email easily enough by clicking on the email address. However, the email does not appear in the history of the lead, or in the deal history when the lead is converted into a deal. Just showing the history would be a huge step in the right direction, and allow sales people to use leads until better email integration arrives.