Folders for Templates

Grace Lawry
Grace Lawry Posts: 3

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 - Pipedrive Consultant - AmitSarda.xyz
    edited June 15 #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 Posts: 3
    edited June 15 #3

    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!