Report to show all comments on pipeline opportunities

EJeffery
EJeffery Member Posts: 1

hi all,

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?

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT

    You can only do this using Notes. Not sure if comments are available for reporting or exports via APIs.