Tag or "@" other people and organizations in notes and activities
Bill Steele
Member Posts: 10 VERIFIED MEMBER
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."
0
Comments
-
You are only able to at mention people, not orgs at the moment.
0 -
Boris Tsibelman said:
You are only able to at mention people, not orgs at the moment.
How so?
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