In this video, we dive into one of the most powerful tools available in Pipedrive: syncing your email. By seamlessly integrating your email with Pipedrive, you can keep better track of deal progress and client conversations, as well as collaborate with team mates more efficiently.
0:10 Access Mail Settings in Pipedrive
0:30 Best practice - be signed in to the email account you want to sync in Pipedrive
1:10 Email Sharing Settings on the General Settings tab
2:10 Email Linking Settings on the General Settings tab
2:50 Email Tracking Settings
3:15 Final step to set up Email Tracking
Are automatic email linking settings not right for you? You can link emails manually - learn how here [ Ссылка ]
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Already signed up, but want an extended trial or additional help with Pipedrive? Email us here: contact@opsdesigned.com
Need more help with Pipedrive? Book a Working Session here [ Ссылка ]
