Internal Call Reports and Actions

Dax Whitehouse

I am new to Pipedrive and may be missing this feature. Can Pipedrive be used for internal distribution of call reports and actions, basically internal summaries of an important customer interaction of which others in the organization need to know about and/or respond to with actions? 

Thanks! 

Mike van der Valk

Hi @Dax Whitehouse 

You can log all your interactions also call reports and recordings under your deals and contacts in Pipedrive. However, at this point you can't share this yet outside of users in your account. We're working though on a solution to better help share information outside the account: https://community.pipedrive.com/post/planned-share-pipedrive-information-with-non-pipedrive-users-5f201b3de0af0572fe793b15