Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with?
I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous email (from Outlook) and copied the generic BCC email for our company so it would link to the contact. It did. Then I received feedback from a colleague that a deal exists and he is linked as a participant, but this email isn't showing in the deal.
Is there a way to link emails received into Pipedrive to a deal? I've looked in my email queue, and at the email on the contact's page, and see no way to do this.