Notes

Automating Add Note to Deal, Can we tag the deal owner?
I tried to tag the deal owner in an automation that adds a note to a deal, but I couldn't figure out how. So, my questions are: Is it possible to tag a deal owner when setting up an automation that adds notes to a deal? If it isn't possible, are there any workarounds? Or does the deal owner get an update when a note is…
Put Notes, Activities and Emails in true Chronological order
I've noticed for some time in a Contact, Deal or Account History, Pipedrive lists a Note or Activity at the bottom of a day's chronological order, which is not accurate when there are also emails listed. Note in the attached example, I've had an email exchange, and then added an Activity to the Timeline to indicate I've…
pin note to deal via API request
Hi, Currently there is no option to pin a note to a deal via the add note, or update note API calls. Can this be added ? Thanks, Tzvi
Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
Note Reporting
I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity. As it stands, we only seem to be able to report on deal/activity progress
Ability to Refer to Specific Notes via URL
Hello Pipedrive Team, I have been using Pipedrive for managing deals, leads, and other entities, and I find it incredibly useful for my work. However, I noticed that there is currently no way to directly refer to a specific note within a deal, lead, person, or organization using a unique URL. This feature would be…
Lost Reasons Should Stand Out More
Lost Reasons should stand out more in the History section of a Deal. The Note background should be a different color, or the font bolded, or something better! Also, it does not seem like all of the information is being recorded. The Lost Reason from the dropdown selections for this Deal was "Cascade decided not to pursue"…
Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
NOTES SHOULD CARRY OVER FROM DEALS TO PROJECTS
We notice that once a PROJECT is created, the notes created in the deal are not visible in the project. We have job coordinators and project managers that only work in projects once deals are won. Deal notes, mentions and emails should attach to projects once a project is created.
Private Notes, only visible to the author.
The Birthday field post by Melissa Lautenbach got me thinking about this. I record a lot of personal details about my clients on my phone, rather than in pipedrive due to GDPR issues. Things such as family life, home area, married, kids, school, sport interests etc. It allows for a richer conversation when we are chatting.…
Voice notes in Web/ Desktop version
We really enjoy the Pipedrive app feature to record voice notes and transcript them. This feature would be even greater, if we could also use it in the Webversion. Meaning on the one hand to record voice notes as well from the laptop and secondly to be able to play the voice note as well inside Pipedrive. As of now the…
Activate visability for notes
Hi I would like to have the option to make my notes available to certain teams or users on Pipedrive.
How can I add Buttons in the Lead Detail-view which trigger template-notes + Follow-up 2 days later?
Hi, we do a lot of cold calling and most calls require the same notes and follow-ups. It would be great to automatically set those Notes and then automatically book an activity 2 days later by clicking a button For example: Customer states that the right contact person is not available right now. Now we click on the new…
Bring contact person Emails and Notes into a new Deal automatically
When a new Deal is created and there is an association with a Contact record (as a "Participant") that person's Emails and Notes should be imported into the deal. We have prospects who never generate a Deal. Interactions with them are recorded on their Person record. Once converstations have progressed and they have a…
Team member group notification in notes/comments
When adding a note for my team to read it is time-consuming to @ each team member individually eg @james @jack @ruby especially when team members have same first letter and I have to select from a list. If you have 20 notes and 15 team members, it gets tiring quickly. Can we please have the option to @team which sends the…
Comments on notes open in panel to right hand side of note
I don't find the current comment on notes system user friendly. We have long notes which we have to scroll down. Often you can forget to select the expand comments arrow so you have to scroll back up to get it, then scroll down again. I often collapse the note instead of the comments. I know it's not easy to find the…
@team when leaving notes/comments
I often leave notes I want my whole team to read. At the moment it is time-consuming adding each team member individually eg @bob @fred @karen especially when team members have same first letter and I have to choose them from a list. If you have 20 notes and 15 team members, it gets tiring quickly. It seems like it would…
Creates notes via workflow automation
Hello there, I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.
Workflow Automation - Add a note to record
Currently there is no way for workflow automation to add a note to the record. Since activity notes are not searchable, I had hoped to create a workflow that adds the activity notes to the contact record making it easy to search. It seems this ability to automatically add a note would have other uses also. This is loosely…
How to report webform submissions?
We have written several Books. Webforms within pipedrive make it easy for us make the books available. And I love that notes are generated to document who downloaded what. Is there a way to create a summary report that shows which ebooks are the most popular? Or a detailed report of who downloaded each ebook?
Lead activities and notes
All activities and notes from the contact and organization should be visible from the lead view - or at least a toggle to easily make that an option. When we go to contact leads we need to see the activities for that contact so we always have to scroll down and open that page separately.
Please add "Pin note" to Projects
Please add the "Pin note" feature to the Projects page. It is important to keep some information visible as a reminder at all times.
Is it possible to customize a new meeting note to come with pre-defined terms?
Hi, there! I would like to know if it is possible to customize a meeting note to come with some pre-defined terms every time I create an activity of this type. Every time we do a type of activity we have to include some topics in the notes. It would be nice to be able to leave these topics in the note every time we create…
Notes have gone
Why can I not see any of the notes I have added all of a sudden! It was great for a while and now then do not show anywhere even new ones I have just added.
Make Voice Notes Available on Desktop & Add AI Transcription/Summarization
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
Webform Fields - Names, Phone Number, and Note Pinning
We're using the webform feature and are running into some limitations. Name field - I am having issues with people not filling out their full name in the name field. Can we split the name field into first name and last name? I've seen posts about making custom field for last name but I'd like the two to be tied together in…
Option to have notes automatically expanded
Hello, I am constantly looking at the notes and would like the option to have it expanded automatically instead of having to click on the notes every single time I go to a new deal or contact. This would make things so much easier and save time because notes are the only thing that help me understand what I need to know…
Include call notes in activity filter
Any chance you can add 'call notes' to the dropdown list when setting up a filter in activities? We use Aircall as a phone provider and they create a completed task for each call we make to or receive from a client, along with the call recording stored in the notes. We would then like to create a filter to find certain…
@Mention Alert from an Audio Note
Hello, Our team is new to Pipedrive and love the audio note feature within CRM contact records, as well as upon import using the Business Card Reader. It would be great if there could be a way to add a feature/function to Audio Notes that allows you to Tag (@Mention) a person to share the audio note with, and alert that…
Automatic EXPAND the NOTES in the Deal History
Hi all, It seems that Pipedrive has changed the behavior for the presentation of Notes in the feed of a Deal History - now by default they are collapsed, meaning to see the notes and quickly get up-to-date with the Deal's status you have to do extra clicks (sometimes in several Notes until you find what you need).…

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