Templates for notes
Often our team is having the same intro calls with multiple leads. We always want to gather the same data points and guide the conversation in the same way. Data fields are more difficult to update live and the format can be limiting. It would be ideal to have templates (like the Sales inbox) for notes so that the team could have easy note-taking ability
Comments
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@shanegood this is a really great suggestion. Have you thought about creating a note/pinned note via automation which can then be edited by the sales rep during the call? You'll need to "Hard code" the template rather than being able to allow your sales rep to pick from templates, but you could have different templates populate based on a detail field.
If you would like additional support, feel free to reach out.
- Liz
Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations
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Text expander apps are a life saver when it comes to this.
If you use Mac, try this app called Raycast.
If you use Chrome, try Blaze.
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