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