Folders for Templates

Grace Lawry
Grace Lawry Member Posts: 3
edited July 2022 in Ideas and Product Feedback #1

I'm looking to add some email templates into Pipedrive for my team, but I can't see any built in features to help organise them so the team can quickly find the template they need. Is there anything in the works to help with email template organisation such as folders or labels?

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,451
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited June 2022 #2

    Hi @Grace Lawry - This would indeed be helpful and it has been asked for previously.

    In the interim, I prefix codes to template names and sort them in an order to all find them in order.

  • Grace Lawry
    Grace Lawry Member Posts: 3
    edited June 2022 #3
    Amit Sarda said:

    Hi @Grace Lawry - This would indeed be helpful and it has been asked for previously.

    In the interim, I prefix codes to template names and sort them in an order to all find them in order.

    That's a good idea, thank you!

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