Email Directly

Curtis Burns
Curtis Burns Member Posts: 5
Photogenic

Can I email a prospect directly from the Contact or Organization listing?  I tried and it would not send until I manually entered their email address in the "to" field.  I thought it was supposed to dynamically fill their information in.  

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Comments

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Answer 5 Likes First Comment 5 Insightfuls
    edited May 2022 #2

    Hi @Curtis Burns - You should be able to do this from both a Person (contact) and Deal as long as the email associated with the person has an email address added. Could it be that the person you were trying to email had a blank email address? Check out this 75-second video: 

    https://www.loom.com/share/5da614327b9e491ea70c785ad425fc51
  • Curtis Burns
    Curtis Burns Member Posts: 5
    Photogenic
    edited May 2022 #3

    Hi @Curtis Burns - You should be able to do this from both a Person (contact) and Deal as long as the email associated with the person has an email address added. Could it be that the person you were trying to email had a blank email address? Check out this 75-second video: 

    https://www.loom.com/share/5da614327b9e491ea70c785ad425fc51

    Okay, I'm still just learning Pipedrive, but I assume the email will populate from a PERSON or DEAL but not an ORGANIZATION?

    I just assume that it would be just as convenient that an email would populate from an organization just as with a person.  Sometimes you have a business name but no owner, and if the org. had an email it would be just as easy if it would autopopulate instead of manually have to type it out.  

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Answer 5 Likes First Comment 5 Insightfuls
    edited May 2022 #4

    Hi @Curtis Burns - You should be able to do this from both a Person (contact) and Deal as long as the email associated with the person has an email address added. Could it be that the person you were trying to email had a blank email address? Check out this 75-second video: 

    https://www.loom.com/share/5da614327b9e491ea70c785ad425fc51

    Yes, correct. That's because many people could be associated with one organization and this email function is really meant for 1:1 emailing.

  • Curtis Burns
    Curtis Burns Member Posts: 5
    Photogenic
    edited May 2022 #5

    Hi @Curtis Burns - You should be able to do this from both a Person (contact) and Deal as long as the email associated with the person has an email address added. Could it be that the person you were trying to email had a blank email address? Check out this 75-second video: 

    https://www.loom.com/share/5da614327b9e491ea70c785ad425fc51

    Okay, that is more clear then.  TY