Re: visibility for users following a deal.

Ben Sargent
Ben Sargent Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Why can non-admin users who follow a deal see new note details in the Pipedrive email notification, but when they log in, those notes/details are not visible on the system? What setting can I change so they can view the detailed call notes etc when viewing the deal online?

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited February 2022 #2

    Hi @Ben Sargent 

    That seems weird, did you check if they also follow the person and/or org the note is linked to as well?

  • Ben Sargent
    Ben Sargent Member Posts: 2 VERIFIED MEMBER
    edited February 2021 #3
    Mike van der Valk said:

    Hi @Ben Sargent 

    That seems weird, did you check if they also follow the person and/or org the note is linked to as well?

    yes, thank you, it turned out it had been entered as a note on the person. Trying to train people not to do that, but it still happens.

     

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