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Reviewing a follow-up inside the deal

Reading, checking and sending a follow-up works straight from the Pipedrive deal, without a detour through a second tab.

Open a deal and pick Follow-Up ansehen from the actions menu. A window opens showing the draft prepared for that deal.

What you see​

At the top, the kind of follow-up this is:

  • Kunde (customer): the email goes to the deal's contact.
  • Lieferant · firma.de (supplier): the email goes to a supplier. The domain is shown because one deal can run several supplier follow-ups at once.

Next to it is the recipient address, and below that the subject and the full text exactly as it would be sent.

tip

The chip answers the question that actually matters right before sending: customer or supplier? Both texts read plausibly, so the answer sits where you are already looking.

Copy the text​

Text kopieren puts subject and body on the clipboard, formatting included. You can paste it straight into Pipedrive's mail composer.

Use this when you want to change something first, or when the email should go out from Pipedrive rather than from Outlook.

Sending​

Senden sends the draft from your connected mailbox. Pipedrive asks for confirmation first, naming the recipient and pointing out that the email cannot be recalled.

Once sent, the email is in your mailbox under "Sent" and, via the blind copy, on the deal as well.

caution

Sending is the only action in this window that cannot be undone. You can copy as often as you like; you can send only once.

When there is no text yet​

If a follow-up is scheduled but its date has not arrived, you see the scheduled date instead of a text. The text is normally written on the day itself.

Jetzt Entwurf erzeugen writes it right away, without waiting for the date. The draft then also appears in Outlook, and the sequence continues as usual.

The "written without the previous email history" notice​

When this notice appears above the text, Pipedrive did not return the previous email history. The draft was written anyway, but without knowing what was discussed before.

You cannot tell from the text itself, which is exactly why the notice is there. Read it especially carefully before sending.

Other messages​

  • "Für diesen Deal läuft gerade keine Automatisierung": no active follow-up for this deal. Normal for deals that never had one, and for those whose follow-up has finished or been stopped.
  • "Ein Entwurf existiert, konnte aber nicht aus dem Postfach gelesen werden": the draft exists, but the mailbox connection did not return it. The follow-up itself is fine, only the preview is missing. Check your Outlook connection.
  • "Dieses Pipedrive-Konto ist hier noch nicht verbunden": the organization is not set up in Vita-Drive.Ai. See Connecting Pipedrive.
  • "Die Sitzung ist abgelaufen": close the window and open it again from the actions menu.

How this relates to Outlook​

The window shows the same draft that sits in Outlook. It is a second view, not a second email.

Whether you send here, send from Outlook, or copy the text into Pipedrive is up to you. See also Email Drafts.