Running Reports on Notes

Josh Monifi
Josh Monifi Posts: 58
10 Comments Second Anniversary Name Dropper Photogenic

Pipedrive needs an easy way to pull up Notes by User. For example, I want to pull up all Deals that have a note by a user named Pam B. Then we can look through each of these Deals individually to find Pam's notes. This seems like something that could be added to the List View filter options. 

0
0 votes

· Last Updated -