Pop Up Reminders

Clare McAleavy
Clare McAleavy 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.


  • Boris Tsibelman
    Boris Tsibelman Posts: 999
    1000 Comments Second 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 Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    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. 🚀