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Emails in Leads

BF
Breandan Flood, June 21, 2021

Pipedrive features two methods of managing your email conversations with your customers: Email Sync and Smart Email BCC, both of which can be used to contact your Leads from Pipedrive's Leads inbox.

Sections

1: Composing emails from Leads Inbox

2: Linking emails to your leads

Composing emails from Leads Inbox

Once you click on a lead, you will then have the option to compose an email. In the lead detail view click Email and you can start writing your email.

Leads Email 1

You can view your previous emails from the leads detail view.

Leads email 2




Linking emails to your leads

You can also link your existing emails to your existing leads. From your email composer, you can search for a lead to link your email by clicking on Link to existing on the right-hand side of the page.

If you would like your emails to link to deals automatically, you can do this by going to Personal preferences > Email sync.

Leads email 4

If you use Pipedrive's Smart Email BCC feature, this also works with Leads. You can read more about Smart Email BCC in this article.

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