History Notes to be available
Great product! but I know e.g. in Hubspot when you make a call it allows you to add notes so that you can easily view what was the call about.
It would be good to have history notes so that when calling we would know what the previous discussions have been.
Boris Tsibelman Posts: 998edited February 2022 #2
You're able to add notes to calls as well in pipedrive...0
Mamoon Rahat Posts: 3edited October 2020 #3Boris Tsibelman said:
You're able to add notes to calls as well in pipedrive...
Unless I am missing something, the challenge is how would you view that as a snippet as in look at the notes, I know you can edit and add the call details though.0
Mike van der Valk Posts: 4,052edited October 2020 #4
Hi @Mamoon Rahat @Boris Tsibelman is right, you can already write notes while having a call in Pipedrive: https://support.pipedrive.com/hc/en-us/articles/360001990917-Caller-
You can then later go back in the call activity and read back the notes you took. What specific functionality are you looking for, I'm sorry as I'm not a 100% following right now.0