As a salesperson, email is one of your most potent tools. Conversely, it can become the bane of your existence if you allow the volume of emails you send and receive to get out of hand, or you don't organize your inbox.
We kept this in mind when we decided to redesign the user interface (UI) for mail in Pipedrive, and set ourselves three key goals:
- Save our users time
- Improve usability of the mail function
- Create a bedrock for more major improvements
So, what do you get with this new Mail page interface?
Separate views for conversation lists by folder
Multitasking is great in many instances, but when it comes to important messages, it is much better to focus on what you're reading or writing without any distractions.
Our new UI also gives you a reading view, meaning you're not interrupted by new mail dropping into your Pipedrive inbox.
When you do switch back to the conversation list view, you'll note that you now have relevant information to hand. As an example, messages are linked to deal names, allowing you to keep track of details found outside your regular inbox.
Separate folders for inbox and archive
This switch brings Pipedrive’s Mail page UI into line with most email clients on the market and it is also the most convenient way to segment a sales inbox. Now you can switch easily between logical mail groupings, rather than have all your emails in one overstuffed folder.
Bulk actions for Delete / Archive / Share / Mark as read / Unread
This one is a real time-saver. We've removed the tedium of deleting or moving emails one by one, and replaced it with a convenient system that lets you mark a whole bunch at once before applying bulk actions. Turn 100 little jobs into one big one at the click of a button.
How do I get it?
We're taking a phased approach to this release as there is a huge amount of very important data involved and we want to ensure that all our users are happy with the migration. Any new users will automatically have the upgraded UI enabled, while our existing customers will be switched over in batches during the next month. You will receive a notification once you've been upgraded.
One very important thing to note: If you joined Pipedrive before Dec. 18, 2014 and chose not to enable our previous mail upgrade, this new update will not work at all. Confused? Read the second half of this article which explains in detail what the previously upgraded detail view comprises, then check here to see if you are ready for our latest Mail UI update.
There's more to come
This is just the first release in what promises to be a string of key improvements to Pipedrive's mail system. Keep an eye out for more exciting announcements over the coming months.
As always, we place a huge value on your feedback as it helps us to make your mail usage better. Send your opinions, advice and questions to firstname.lastname@example.org.
You can also watch this great tutorial video that covers all aspects of the Pipedrive mail system.