See my contact created notes on its linked lead/deal
Cristian Cabero Posts: 1
edited May 2022 in Ideas and Product Feedback #1
In our business every client is a deal and every deal a new client as we offer professional services. Not being able to see the notes created in the contact when looking at the deal is not efficient. We were hoping there would be an option for this?
Manuel Oliveira Admin Posts: 707edited June 2021 #2
Hi @Cristian Cabero , presently this is not possible due to the way deals and contacts are structured in Pipedrive.
Each deal is only linked to one main contact, so deal notes are indeed visible inside the linked contact. However a contact can have many deals, that is why the contact notes will not show inside the deals. But your feedback has been forwarded internally to our developers as a note for consideration 📝0