Add note to new deals

Options
Sandra
Sandra Member Posts: 1

Hey, when creating new deals it should be possible to add a "standard" note for instance with instructions that have to be followed. . Right now this is only possible with zapier.

Tagged:
1
1 votes

Active · Last Updated

Comments

  • Matěj Kříž
    Matěj Kříž Member Posts: 105
    5 Likes First Comment First Anniversary Photogenic
    Options

    May be I do not understand you correctly but why you don't just create a new custom "Long text" field named "Standard note" .

    Or do you mean automatically created "note" when deal is created?