Hello everyone,

We are working on a new feature for email and we would be happy to get your feedback on the first prototype to test the usability. The information will be used for the research purpose only.

You will be asked to complete some small tasks on the prototype, and there will be some questions regarding the overall experience. What we need:

• users in Advanced or Professional plan:
• 5 who use Outlook or other Microsoft email server - enroll here. Update: Microsoft slots are filled, thank you!
• 5 who use Google email servers - enroll here. Update: Gmail slots... (More)

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

1. For each new thread, Go to Pipedrive Inbox... (More)