How do I link a previously sent email (through Outlook - synced in Pipedrive) to a new deal?

Shane Laurence
Shane Laurence Member Posts: 4
Photogenic
edited July 2022 in Sales CRM #1
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Hi, I've sent an email through Outlook (Synced to Pipedrive) to a prospect. I've subsequently created a new deal for this prospect and am looking to link the previous email to the record. Possibly a beginner miss but can't find the right instructions anywhere. Any help is appreciated!

 

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Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited February 2022 #2

    Hi Shane! 

    You can unlink and link Deals under the email itself. Just select the specific email (email thread) and on the right side you can link a deal, unlink a previous deal etc. However, keep in mind that you can't unlink and link single emails out of an email thread. The thread itself will always be linked to the same deal. Here is a short guide: https://sharing.pipedrive.com/WuMHrX

  • Shane Laurence
    Shane Laurence Member Posts: 4
    Photogenic
    edited January 2022 #3
    Kreete K said:

    Hi Shane! 

    You can unlink and link Deals under the email itself. Just select the specific email (email thread) and on the right side you can link a deal, unlink a previous deal etc. However, keep in mind that you can't unlink and link single emails out of an email thread. The thread itself will always be linked to the same deal. Here is a short guide: https://sharing.pipedrive.com/WuMHrX

    Thank you! I hadn't gone into the message itself - very easy.