Tag or "@" other people and organizations in notes and activities
Bill Steele Posts: 10
edited June 2022 in Ideas and Product Feedback #1
I know you can "@" other Pipedrive users in notes and activities, but how about using this function for other people and organizations.
E.G. "Steve referred me to Mary in Purchasing," or "Steve from Org A told me Mary at Org B also needs help with this."
Boris Tsibelman Posts: 999edited February 2022 #2
You are only able to at mention people, not orgs at the moment.0
Bill Steele Posts: 10edited October 2021 #3Boris Tsibelman said:
You are only able to at mention people, not orgs at the moment.
I only get my company's other Pipedrive users, just like here in the community ---> @Boris Tsibelman
I want to tag other persons/clients/customers whatever you want to call them.0