Add note to new deals

Sandra
Sandra Member Posts: 1 VERIFIED MEMBER
edited June 2023 in Ideas and Product Feedback #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.

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  • Matěj Kříž
    Matěj Kříž Member Posts: 105 VERIFIED MEMBER
    100 Comments 25 Likes Second Anniversary Photogenic
    #2

    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?

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