Email filtering
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Note: This feature is available on an Essential plan, but email filtering functions are most effective when paired with the email sync feature which is available on Advanced and higher plans.
Pipedrive email filters are really useful for keeping better track of your emails. You’ll find the Filter button when you open up the Mail tab of your Pipedrive account.
Whether you're using Smart Bcc, or you're using the email sync of the Advanced plan, you can now filter your emails by up to six parameters, making finding the emails you need in a sea of contacts that much easier.
Currently, you can filter your emails by any combination* of:
- Unread
- Linked with a deal
- Linked with an open deal
- Not linked with a deal
- Shared
- Not shared
- To: me
- From an existing contact
- Only with attachments
*Except where the combinations would cancel each other out, e.g., "Shared" and "Not shared"
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