Replying within a colleague's email thread

Scott Kelly
Scott Kelly Posts: 2
edited July 2022 in Sales CRM #1

There is currently no way to forward or reply to an email that a colleague has sent a client.

Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails within a deal but we are not able to reply or respond to an email that a colleague has sent (even if you are copied into that thread).

This is a real headache for situation when a colleague is busy or on leave as it means we have to create a completely new thread to continue a conversation on behalf of a colleague.

Is there any scope to fix this?

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Comments

  • Mark Littlewood
    Mark Littlewood Posts: 1
    edited May 2022 #2

    Agree. This seems to be a very common use case.

  • Brandon Wood_1990
    Brandon Wood_1990 Posts: 48
    10 Comments Second Anniversary Name Dropper Photogenic
    #3

    I completely agree. I just hired an assistant and all of my deal information is shared. I was going to have her reply to conversations and she is unable to do this in Pipedrive even though those conversations are shared with her and she is copied on some of them.

    Also, this is another issue, when she links an email thread to a shared deal why doesn't that email link on my end? We are basically managing a shared mailbox twice.

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