Hello everybody. Please does anyone know how I could automate a note in business? I would like when

Ivan Ferreira
Ivan Ferreira Member Posts: 3 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited February 2022 #2

    In the Org, or in the deal itself? It's pretty straight-forward with Pipedrive's automation capabilities.

  • Ivan Ferreira
    Ivan Ferreira Member Posts: 3 VERIFIED MEMBER
    edited January 2022 #3
    Amit Sarda said:

    In the Org, or in the deal itself? It's pretty straight-forward with Pipedrive's automation capabilities.

    Thanks for answering. in the deal... I tried in several ways but in the grid of options for automation there are task, call, meeting, email etc. Just don't show up notes. 

     

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  • Ivan Ferreira
    Ivan Ferreira Member Posts: 3 VERIFIED MEMBER
    edited January 2022 #4
    Amit Sarda said:

    In the Org, or in the deal itself? It's pretty straight-forward with Pipedrive's automation capabilities.

    I would like this note to appear here...

    image

     

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