Creates notes via workflow automation

Meddy Neboud
Meddy Neboud Member Posts: 6 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

Hello there, 

I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.

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  • PipeDriver
    PipeDriver Member Posts: 21 VERIFIED MEMBER
    10 Comments Photogenic 5 Likes Name Dropper
    #2

    Agreed this is necessary - can't add notes from lead/deal or create new notes as part of the automation

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