Insights / reports - Count notes in Deals

Samo Jurdik
Samo Jurdik Member Posts: 24
Third Anniversary 10 Comments Name Dropper Combo Breaker
in Sales CRM #1

In our sales team, we are not using Activities. Unfortunately, the whole performance reporting in Pipedrive is based around Activities or Closed deals. For us, the measurement of work is the number of Notes.

There is one report counting Notes, but it is only counting Notes when written to a Person. We write Notes to Deals. There is no report available which would count Notes in Deals.

We are unable to track who works how much.

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Answers

  • inacyakup
    inacyakup Member Posts: 137
    100 Comments 5 Answers Name Dropper 5 Likes
    #2

    Hi @Samo Jurdik


    If you can open one responsible person in the agreements, you can make follow-ups. A field opens for each user on our own CRM screen and we do their tracking in this way.

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