Does someone know how I can pin a note to a deal in pipedrive?

Hema Joshi
Hema Joshi Member Posts: 3 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

 

Tagged:

Comments

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 366 VERIFIED MEMBER
    100 Comments 5 Up Votes
    edited February 2021 #2

    create the note and then hit the ellipsis. 

    image

     

  • Hema Joshi
    Hema Joshi Member Posts: 3 VERIFIED MEMBER
    edited February 2022 #3

    Ok that's perfect, thanks!
    Is there a way to make it a default, so work that way on all new leads?

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 366 VERIFIED MEMBER
    100 Comments 5 Up Votes
    edited January 2021 #4
    Hema Joshi said:

    Ok that's perfect, thanks!
    Is there a way to make it a default, so work that way on all new leads?

    I don't think so. do you mean work that way on all new 'notes'? 

    You can simply filter to all notes by selecting the filter right above and you will only see notes if that helps. 

    image
  • Hema Joshi
    Hema Joshi Member Posts: 3 VERIFIED MEMBER
    edited January 2021 #5

    That makes sense.
    Thanks for sharing with me!! :) 

This discussion has been closed.

Categories