What is email filtering?
Email filtering is a really useful tool to keep better track of emails.
You can find the Filter button when opening up the Mail tab in your Pipedrive account and use it to display the emails you want to see.
You can apply the filter in your Inbox, Drafts, Sent and Archive email tabs.
As shown in the image below:
What type of email filters can I use?
Whether you are using Smart Bcc, or email sync you can 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
Tracked emails
To: me
From an existing contact
Only with attachments
Labels (to those users that have labels feature in the account)
*Except where the combinations would cancel each other out, e.g., "Shared" and "Not shared"