Daily Report

James Gerity
James Gerity Member Posts: 3
edited July 2022 in Sales CRM #1

Hi everyone I hope you can help.

I am new to Pipedrive and here is the dilema.

Everyday I have to log notes into pipedrive as things happen then also log those notes into an excel doc to give my manager the heads up of what I have done that day at the end of the day. Totally cool with this but Is there a pipe report that I can run to just give my manager my notes to save time? Even cooler if I can export it to excel. 

This is not a complaint but I could be selling more if this report existed. 

Thank you,