Smarter pin note in deals/organisations
So here is the thing - we have lot of meetings with companies - this creates a lot informations. That brings a lot of great insights. However, notes are piling and diminish in timeline.
It would be great to have one smart "pin note" where I could write all insights, notes or keywords with links to specific notes.
Comments
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Interesting suggestion @Martin Pecha what type of information would you store there that for example won't fit in specific custom fields or set up activities?
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Mike van der Valk said:
Interesting suggestion @Martin Pecha what type of information would you store there that for example won't fit in specific custom fields or set up activities?
@Mike van der Valk I would keep high level info there about the situation in the deal - there are 2 use cases for it
1st - we have regular sales meetings - we always export deals and put brief comment and context to it - as in Pipedrive, there is no such an overview
2nd - for me to have an overview of what is going on within each deal
I would also keep there some links to different deals - f.e. we are dealing with resubscription, upsell or new acquisition - this is going in different deals, pipelines but it is sequential - first upsell, then new acquisition, then resubscription0 -
Mike van der Valk said:
Interesting suggestion @Martin Pecha what type of information would you store there that for example won't fit in specific custom fields or set up activities?
The same as you have cashflow diagram and P&L statement in finance, I also need to have those in sales - pipedrive is great for cashflow - I can see how deals flows, but I am missing P&L - how all deals are doing so far and identify where nothing is happening
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Mike van der Valk said:
Interesting suggestion @Martin Pecha what type of information would you store there that for example won't fit in specific custom fields or set up activities?
I would love to use pipedrive also as a management tool for sales - having all info for someone, who is not doing the deals but is responsible for leading and delegating
Some sort of dashboard (not table - more like Kanban), where I have all deals - can filter them by different criteria - I can tag there multiple things, tag deals which are priority and focus, see notes and next steps to each deal without needing to go into each deal
Maybe like a multidimensional pipeline - I could have like - Attention, working, top priority - this is for me as a manager (with extra visual details and possibility to use tags, notes atc) - and then the same deals would also be connected with other pipeline as well for sales person to keep going0 -
Mike van der Valk said:
Interesting suggestion @Martin Pecha what type of information would you store there that for example won't fit in specific custom fields or set up activities?
This last part you could potentially achieve already with tagging them by single- or multiple option fields and then creating set filters for the deals that need: Attention, working, top priority, etc..
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Thanks for sharing all these comments @Martin Pecha I've forwarded it to the team responsible for the detail pages in Pipedrive.
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This sounds interesting. Do you mean that you can pin parts of notes and calls and a summary (or index) is created at the top with hyperlinks (perhaps with a "peek") of the note/activity details from the activity history?
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Hello! Did we ever get the feature of pin a note to the top of the screen? I do not see this feature.
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John Henning said:
Hello! Did we ever get the feature of pin a note to the top of the screen? I do not see this feature.
@John Henning currently this is the way to pin notes:
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