CALLER & SCRIPT MANAGEMENT

Kyle Taylor

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?

 

Amit Sarda (AmitSarda.xyz)

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

Lucas MAGNE

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