Creates notes via workflow automation

Options
Meddy Neboud
Meddy Neboud Member Posts: 6

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.

1
1 votes

· Last Updated -

Comments

  • PipeDriver
    PipeDriver Member Posts: 20
    Photogenic 5 Likes First Comment Name Dropper
    Options

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