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

Shane Laurence
Shane Laurence Posts: 3
edited July 24 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 Moderator Posts: 232 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited February 25 #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 Posts: 3
    edited January 26 #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.