CALLER & SCRIPT MANAGEMENT

Kyle Taylor
Kyle Taylor Posts: 2
edited July 26 in Apps and Integrations #1

Has anyone figured out how to install or add scripts to pipedrive so you can follow a call script and data while on a call?

 

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited July 7 #2

    You can add the script as a note to the call activity, or as a pinned note to the deal.

  • Lucas MAGNE
    Lucas MAGNE Posts: 109 ELITE SOLUTION PROVIDER
    100 Comments 25 Likes First Anniversary 5 Up Votes
    edited July 7 #3

    It's a really good idea from @Amit Sarda .
    You can also, Add this note into the activity thanks to a worflow automation. 
    Example :
    At each new deal on this pipeline or stage // create a new activity assigned to me and with the script into the note.
    In order to not have to copy paste the script at each new activity.
    Best