I make handwritten meeting notes on my iPad, with my apple pencil. Is there anybody who found an ea

Ronald van Esch
Ronald van Esch Member Posts: 4 VERIFIED MEMBER
edited June 2024 in Sales CRM #1
I make handwritten meeting notes on my iPad, with my apple pencil. Is there anybody who found an easy way to add handwritten notes to a contacts timeline or a deal timeline?
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Answers

  • Lukas Zischewski
    Lukas Zischewski Member Posts: 37 VERIFIED MEMBER
    10 Comments
    edited July 2022 #2

    @Ronald van Esch  as i only use an iphone and macbook pro i cant answer this question for handwritten notes but i can share u my workflot for notes i do on my iphone (which should work for you to as long as it is in the notes app). 

    i just hit share and send me the notes per mail and then link the sent mail to the deal "et voila" its in the timeline.

    https://community.pipedrive.com/user/rvesch
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