Documenting previous interactions with leads (pre-dating Pipedrive usage)

Ryan Kenny_11547
Ryan Kenny_11547 Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Business Talk #1

Hello, I'm just setting up my Pipedrive and adding in leads... How do I add documentation of previous interactions besides the "notes" section. I see I can schedule forward but how do I add in previous actions already taken? 

This discussion has been closed.

Categories