Emails in Pipedrive is quite the hassle for us.
- Smart Bcc / Automatic Linking Does not work if you have more than one deal for a Person - which we always do...
- Using Email directly in Pipedrive is really lacking - We cannot expect our salespeople and other users to shift away from Gmail or Outlook.
This presents a problem if we want our email threads to be linked to specific deals and use Pipedrive as a source of truth when it comes to communication with our customers.
There are 2 Options
- For each new thread, Go to Pipedrive Inbox... (More)