I need some help -> how to add person phone number to an activity description.

BloxTax
BloxTax Posts: 3
edited July 2022 in Ideas and Product Feedback #1

I am using automation for the process of automating some sale funnels. 

I am trying to use workflow automation to add the contact persons (the clients) phone number in the notes of a scheduled activity. But I can't seem to make it work. I guess I am doing something wrong. Any examples? 

BTW I am able to change the activity name:    [Activity contact person name]   + Call with 

Thanks 

Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • BloxTax
    BloxTax Posts: 3
    edited September 2020 #2

    just to be clear - if I really want to maneuver this one I can make it work via Zapier but I am hoping to make it work in Pipedrive. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited September 2020 #3

    Hi @BloxTax I'm very sorry to disappoint you but it's currently not possible to do this.  However, our team is planning some updates on the feature and I'm going to pass on your feedback to them so we can hopefully do this in the future. I've added the tag "Feedback and feature suggestions" to your post as well.

    Thanks for sharing!

  • BloxTax
    BloxTax Posts: 3
    edited September 2020 #4

    Thanks for the reply. 

    This is a needed feature and I believe will help many users.

  • Alliance Solar
    Alliance Solar Posts: 1
    edited November 2020 #5

    activity description templates are a must

Categories