Daily Report
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,
James
Comments
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@James Gerity good news!
Yes, you can export all of your activities for a particular day in pipedrive.
Open the activities tab, then select the correct filter [create/set the filter to todays activities]
Then you can export it from the list view [in excel format]
https://support.pipedrive.com/hc/en-us/articles/115000797525-Exporting-data-from-Pipedrive#C1
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James Gerity said:
Thank you very much, right now i have everything in notes but I will start switching it over so that I can run the report properly.
Sincerely,
James
Utilize activities vs notes - it will come out cleaner
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James Gerity said:
Thank you very much, right now i have everything in notes but I will start switching it over so that I can run the report properly.
Sincerely,
James
Will do. Thank you for the advice.
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