Pop Up Reminders

Clare McAleavy
Clare McAleavy Member Posts: 4
edited July 2022 in Sales CRM #1

Are we able to add pop up reminders on an action? E.g. if pressing 'export to excel' i'd like to remind the team to check something.

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 847
    5 Likes First Anniversary First Answer Combo Breaker
    edited August 2020 #2

    Hi Clare,

     

    You are not able to add pop up reminders in pipedrive.

     

     

  • Inês Batata
    Inês Batata Posts: 2,077 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited August 2020 #3

    Hi @Clare McAleavy !

    Currently we don't have pop-up messages, but you can create an activity and assign it to your coworkers with a deadline, reminding them to check the file you exported. In the activity notes you can also add other relevant information or instructions. 🚀

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