Things I miss in Pipedrive: Linking persons to Notes

It would be very helpful if it were possible to link persons to notes. Frequently, a deal note contains a summary of a meeting. Complex deals may require multiple meetings with various people in an organization. I would like to keep track of who participated in which meetings. This would make it easier to understand the way various people are involved in decision making and what they already know about the deal/product/etc.

Ideally, it would be better to have a special entity - Meeting Minutes with participants and planned actions (automatically added to calendar).

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited April 2021 #2

    Hi @Dmitry Gudkov 

    You can create a meeting type of activity in Pipedrive and add all the participants in there. You can then also add notes to that activity. Would that work?