Is it possible to create generic notes for Pipedrive users. F.ex. to agree what tags to use, it woul

Erkki Pöytäniemi
edited July 24 in Business Talk #1

 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 29 #2

    Hi @Erkki Pöytäniemi 

    Thanks for the suggestion, I've passed it on to the team. Could you tell me more in detail what type of information would all be on the note/doc and how you solve that now?

  • Erkki Pöytäniemi
    edited February 24 #3

    In general we need to agree about rules for certain things in Pipedrive, f.ex. how to use tags etc. So pretty simple text content. Now we do it by email or WhatsApp but the information is lost with time. It should be easily accessible iin Pipedrive. 

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2020 #4

    In general we need to agree about rules for certain things in Pipedrive, f.ex. how to use tags etc. So pretty simple text content. Now we do it by email or WhatsApp but the information is lost with time. It should be easily accessible iin Pipedrive. 

    Thanks for clarifying @Erkki Pöytäniemi , what happens/goes wrong right now because we don't offer this yet and things get lost? Just trying to make a full story here to share with our team as to why this would be most useful:) 

  • Erkki Pöytäniemi
    edited April 2020 #5

    In general we need to agree about rules for certain things in Pipedrive, f.ex. how to use tags etc. So pretty simple text content. Now we do it by email or WhatsApp but the information is lost with time. It should be easily accessible iin Pipedrive. 

    Hi Mike, 

    Sorry - didn't notice your message. Yes, info getting lost is the biggest problem. Our rules about how to use Pipedrive should be in Pipedrive easily accessible and editable. 

    Rgds,
    Erkki 

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2020 #6

    In general we need to agree about rules for certain things in Pipedrive, f.ex. how to use tags etc. So pretty simple text content. Now we do it by email or WhatsApp but the information is lost with time. It should be easily accessible iin Pipedrive. 

    I've passed it along, thank you Errki!