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

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

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

  • Ivan Ferreira
    Ivan Ferreira Posts: 3
    edited January 13 #3

    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 Posts: 3
    edited January 13 #4

    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...

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