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 Posts: 4
edited July 25 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?

Answers

  • Lukas Zischewski
    Lukas Zischewski Posts: 46
    edited July 7 #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