Report to show all comments on pipeline opportunities
I am after a report/organisational system where I can collate all the comments on all opportunities in pipedrive. I would like to create alignment amongst our sales staff whereby they can look at a report and see what the last activity/comment was on an opportunity - and use during regular sales discussions. hope this makes sense?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,242
You can only do this using Notes. Not sure if comments are available for reporting or exports via APIs.0