Notes

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.
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…
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…
Products detail view feedback/ ideas
It would be helpful to... Have the ability to create groups as we can in the deal details. (group together sales order information separately from vendor invoicing information, group product specifications together such as sizes and weights and shipping codes) Have the ability to hide, move or group Pipedrive Default…
Keyboard shortcuts for Notes
Hi, I really love using keyboard shortcuts, and I know a lot of other users do too - it helps with workflow and reduces friction when it comes to performing various actions. The less steps/clicks, the better. I basically make a note to every deal, every time I do anything with that deal, be it a call, email, reply, I get…
Can the note edit bar with Cancel/Save buttons be pinned to the note screen?
I have to scroll all the way down to the bottom of the note to press Save or Cancel. The same to choose Italic, add a link or image. If the bar was pinned and followed my writing it would save me a lot of time and significantly increase my productivity. If I cannot see the SAVE button, I do not know if the note is saved or…
What about this feature for note template?
Filter contacts by Notes
We need the ability to filter contacts by notes. You can filter many other categories such as Person, Organization, Lead, Deal, Activity... Now we just need the option to filter the Notes category. This would be incredibly helpful.
New Deal Layout?
Today as I was using Pipedrive in my regular day-to-day work suddenly my heart dropped. The page magically transformed into something new and not at all pleasant. At first, I tried to update the page to fix whatever I was seeing on my screen but without any result. My first thought was that there's no way that this can be…
How can I increase the size limit of notes in activities?
We always recommend to our clients to take a screenshot of the WhatsApp screen and paste it in the activity notes. Today, a client contacted us, mentioning that this is no longer possible as Pipedrive has limited the message size. Do you guys happen to know if this is due to a recent update, or how can my clients increase…
A tagged user in a deal note will not be notified if they are not a follower of that deal.
It is contradictory that when you use the @ tag all users are suggested, but if you choose someone who does not follow the deal, this person will not receive a notification. It would be useful if that person automatically became a follower of this deal and therefore also received a message about the note. I don't want to…
Has anyone found a way of reporting on Notes made by users on individual deals??
Within our Pipedrive account, we need to be able to track how active staff are on individual deals. Not via if they have created activities and then completed the activities.
Pin Notes in Mobile App
Pinning Notes on the web app is a very useful feature, but is there a way for this to be implemented in the Pipedrive Mobile App
A new Note function built for Calls
A new note function focused on recording info related to calls. This would have a 'Start call' and 'End call' input option with an automatic 'Call duration' field so you can see and monitor time spent. There would also be a description field to write a record of what was discussed throughout the call. Best of all you can…
Notes on deal not showed in organization?
Hi to all, I've noticed that if I write a Note inside a deal, this note is not showed on the organization view. Is it normal? Why?
Export Automation History
I've set up an automation that creates a note when the expected close date has changed. We want to track what deals are slipping. The next step for us is to be able to visualize this. How can we export a list of notes that only contain this information?
Automations and Docuements
Hello everyone, I want to add documents using automation, and this is currently impossible on pipedrive. I'm sure there will be an application that will be useful for many companies like me. Good Works, Best Regards.
Insights / reports - Count notes in Deals
In our sales team, we are not using Activities. Unfortunately, the whole performance reporting in Pipedrive is based around Activities or Closed deals. For us, the measurement of work is the number of Notes. There is one report counting Notes, but it is only counting Notes when written to a Person. We write Notes to Deals.…

Notes

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