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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.…
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Organization Notes Should be viewable at the deal level
I believe that many users of Pipedrive may close a deal with an organization and that may be the only deal you close until the contract comes up again. Additionally, I am not quite sure of a deal that could be in play with an organization that wouldn't be assisted by previous deal's notes or organization notes. All that…
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Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
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Notes should be counted as an Activity
Not sure if I am missing this but it doesn't seem like I can do any workflow automation based off of a Note being created in Pipedrive for a person. It should be counted as an Activity like anything else and then can be used in filtering and also workflow automation. The use case for example if I send a note to someone on…
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Project Tasks Mentions and Comments
It would be very beneficial for our team if it was an option to comment in dialog form on tasks and @mention people like you can in the Notes tab. Is this something that could be implemented in the future?
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Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
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Add button for Date/Time in Activity Notes
Could you please add a button for Date/Time in the Note field for activities? Often you call ord do a task and need to log what you have done or agreed, because the task is not yet completed. It would be awesome if you could click on a button and e.g. select Date, Time or Date & Time to be inserted. Like e.g.: 20/04/23:…
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Bringing Notes into List view and Search
I am wondering if there are plans to... * bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes * find text within a note when typed into Search I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered…
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Feature request: Edit the date of Notes after posting it in Deal
Be able to edit the date of the note so it fits into the timeline of the deal accordingly (image 1) Or even better would be the ability to edit the date by clicking on it (top left) and you're immediately able to edit it in the pop up (like you can with Deal names - image 2)
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Is there a way to bulk-load notes to organisation records?
I've recently imported a few thousand business records. I want to include a note with each to state the data sources, so that sales reps can understand this when they go to contact the prospect. Is there a way to do this, or does it have to be another custom field? It's preferable to be able to add this as a note against…
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Notes - Automation
Hi, I'm using a zapier to send form questions from squarespace into my customer file as a new note. I can't seem to get them to be tagged to that person if they become a lead - still working on it. If anyone has done this, let me know. So I'm wondering, is there a pipedrive automation that when a note is created in the…
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Team Groups for Communication
Hi Pipedrive team! I was wondering if there is a way that we can group internal communication for notes in Pipedrive. Currently I have to type in @daniel @sophie etc into the notes for each deal, whereas I would love to be able to group my sales team so I can just tag @sales into my notes and it will notify all those…
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Find all my comments and mentions
Hi there, is it possible to find on a list all my comments made as well all my mention entries? I can find all the mentions where there is an answer (Sales Assistant), but how do I find my mentions where there is no answer? Thanks for your comment
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Web Form - Find Data
It would be great if you could allow for web forms to find existing data in the CRM. For example if a automated start chat appears with questions of I'm new here / I'm an existing customer and then if existing customer is chosen their contact details (Phone/Email) is used as a unique ID to search in Pipedrive and then link…
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Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
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Export of "Notes" field
Hello all, Could you please advise me how to export "Notes" field in Pipedrive. Among the fields available in the list view I can't find this field. Thanks
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Changing order of notes
Hello, I'd like to ask, if it is possible to change order of received and sent notes/emails at Contacts/Organizations. Now, the newest are displaying at the top and I need to reverse it, so that the oldest are displaying at the top. I want to summarize what was the the way of contacting each company and to analyze which…
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Mention groups of users
My feedback is to be able to create groups of users or departments within Pipedrive. It sounds like a simple idea and at least for me would be very helpful. My company has 2 people that do admin and a whole sales team. Every time sales needs to talk to both people from admin, they need to tag both people in the…
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How do you download notes?
Again, many of my deals are long cycles with a lot of activity during that cycle. I have used notes in Pipedrive but the problem is sometimes I need to share or reference my notes. If I am sharing my notes with others outside of my small one person company there is no way I can see to do this. Is there a way I am missing…
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Activities, Planning & Outcomes
I am trying to make some sense of the activities feature - and how to effectively use this in our workflow. For instance - we have an activity type "Face to Face Customer Meeting" * One of my reps schedules a meeting with a customer for Monday 06/01. We start an activity of the F2F kind for this scheduled meeting. * We…
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Copy organization notes into new deal
Currently, if I type notes about an organization in the Organization's profile, those notes do not appear if a deal is created. Typically, I will type notes about an organization explaining why they may or may not be an ideal fit. If they are ideal, I will create a deal and put them into a pipeline for tracking purposes.…
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How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images
How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images show the options I've found on my own . . .the Notes fields are so small . . . any way to hide the sidebar and other stuff so that we can see a bigger Notes field? (the 3rd pic is an RTF file I'm actually using to take notes…
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Notes from Org to Deal
There doesn't seem to be a way to duplicate all notes, emails, and activities from an organization when creating a deal. We have our SDRs scheduling meetings for our AEs, but when they set the meeting they create a deal. The AE then has to click back to the organization for all the information for the meeting.
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Searchable Notes???
Is there a way to search inside notes fields? The main search bar does not seem to search within notes. How do you cope with that?
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Link a note to deal after it has been created on org level?
Is there any way to link an existing note that had originally been created on organisation level to a deal other than copy / paste the content into a new note? thanks!
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More Note Formatting Options
It would be helpful to have more control over the Notes. * Have Strike Through as an option * Font color options * Ability to create a Template for Notes * Ability to Tab * Ability to create a Check List
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No link in pinned notes
I have an link, which i write in a Note. It works in the note. But if I pin it to the top, it shows only the text without the link. Is this a bug?
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Why can't we search any keyword in Activity Notes?
I cannot search anything from the notes I have taken in activities. I have taken lots of notes in several meetings but after a while when I make a search for some keyword in several activities, search doesn't find any result? Why is that? Is there any way to enable it? Thank you..
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Smarter pin note in deals/organisations
So here is the thing - we have lot of meetings with companies - this creates a lot informations. That brings a lot of great insights. However, notes are piling and diminish in timeline. It would be great to have one smart "pin note" where I could write all insights, notes or keywords with links to specific notes.
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An edited note should show when it was last editied, and who last edited it
Currently, there's no indication on a note if the note has been edited and who edited it. The timestamp on the note only shows when the note was created and who originally created it. This can lead to confusion. Instead, the timestamp on a note should show if it was edited, when it was last edited, and who edited it. This…