Email Directly
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.
Comments
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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/5da614327b9e491ea70c785ad425fc510 -
Liz Peterson said:
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/5da614327b9e491ea70c785ad425fc51Okay, 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.
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Liz Peterson said:
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/5da614327b9e491ea70c785ad425fc51Yes, correct. That's because many people could be associated with one organization and this email function is really meant for 1:1 emailing.
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Liz Peterson said:
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/5da614327b9e491ea70c785ad425fc51Okay, that is more clear then. TY
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