Is it possible to customize a new meeting note to come with pre-defined terms?

Brenda
Brenda Member Posts: 1 VERIFIED MEMBER
Photogenic
edited May 29 in Sales CRM #1

Hi, there!

I would like to know if it is possible to customize a meeting note to come with some pre-defined terms every time I create an activity of this type.

Every time we do a type of activity we have to include some topics in the notes. It would be nice to be able to leave these topics in the note every time we create the activity.

As in the example in the image below, instead of me inserting them manually, the topics already come with the activity.

Captura de tela 2024-05-27 170900.png

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Answers

  • Oka Lesmana
    Oka Lesmana Member Posts: 23 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    #2

    Hi Brenda,

    Yes, this is possible with Pipedrive automation. You can create an automation rule so that when a new activity is created, the action updates the ""Note"" field with any value or default topics you want. Additionally, please remember to add specific conditions to ensure not all new activities trigger this automation.

    Hope this helps!

    Feel free to let me know if you have any questions.

    Best regards,

    Oka Lesmana | www.astersense.com

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