Add Notes for Workflow Automation
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Would be great to be able to create new notes via the workflow automation
Comments
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Hi!
Thank you for reaching us with your feedback, it's truly appreciated
You are correct in saying that for the moment this is not possible (except for activity notes) but I can completely understand how this might be useful in some cases. Your feedback has been forwarded directly to our product team through an internal channel, so I can ensure you that it is valued and taken into consideration.
To stay updated on new features, you can follow our What's Planned and What's New pages.
Have a great day,
Andreia0 -
Agree - this would be very useful. Especially for creating call scripts.
2 -
Agreed this is necessary - can't add notes from lead/deal or create new notes as part of the automation
0