How to track notes where I have been tagged with @MyName

Dinkar
Dinkar Member Posts: 2 VERIFIED MEMBER
edited February 2023 in Sales CRM #1

Pipeline is used by our Sales/BD team, contracts development team and finance teams. And then Management too. in a deal when someone wants other team member  to do something, they add a note with @TeamMemberName

We have synced with outlook and we get am email when someone tags me in, I get an email. But it becomes difficult to track from email all my tags. 

Is there a way to track all such tags within Pipedrive itself. 

 

Dinkar

 

 

Best Answer

Answers

This discussion has been closed.