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Asked a question 2 years ago

Automatically link emails with WON deals

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Liked by Jay Wealcatch

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Do you want the ability to select a bunch of emails and link them to a deal from the email screen. currently you have ... the automatic link did not work.

It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?

Who would like the ability to Manually Link Emails to Deals in Bulk. I don't like to use the Automatic Link feature as I generally have multiple contacts linked to multiple deals.

Is there a way of automatically setting an email to 'Private' automatically even if the default is to share? Perhaps a tag on the email or even a BCC'd additional address?

Hi all, Is it possible to have an email address automatically added to each new email to be sent from pipedrive?

What do you think about creating an organization associated contact person from within the deal detailview? Created ... which the deal is linked to.

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Asked a question 2 years ago

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