Notes

Note-taking process in Pipedrive app makes no sense
Hello, I use the PD app to make calls while on the go. DURING my calls, I take notes. If the call lasts 20mn, and the person I talk to tells me figures, names, dates, etc. I want to write them down immediately. However, the Pipedrive app prompts me for notes for the call I'm on only AFTER I've hung up. I end up taking…
manage users / admin vs regular user
Need advice regarding how to manage users - admin vs regular users facing the challenge that the regular user can't see the notes that are in the deals, if I change to admin, they can see it but we can't have everyone as admins. please help? thanks in advance
Pull in Notes into custom filters
We have lots of information in the Notes field that users would like to pull in as a column when creating filters. Any plans to add Notes in as a filter option? Curiously, I've seen it in some Pipedrive helpdesk engineers screenshots....so it seems possible for insiders. @Josh Monifi
❗🎥 In Case You Missed It - Here's April's Update!
https://pipedrive.hubs.vidyard.com/watch/1xRfKi9hSwxsP7kAAYzwQ6?In case you missed it - Pipedrive has made a load of improvements to Leads. Not only can you send emails directly from the Leads Inbox, but you can control visibility of your leads for you or your teams, attach multiple notes, and import custom fields. 🔎 Want…
1-click edit for Notes/Activities etc.
Hi Pipedrive team, In order to edit an Activity, you have to click in the top right-hand corner > find the Modify button > then type. Can we have sth like * double-clicking an Activity/note... edits it * maybe a keyboard shortcut like "e" in Confluence that lets you Edit a document * Or at least a quick Edit button I…
It would be really nice to be able to search for notes you have added, then download them as an acti
Mailigen Syncbot to Pipedrive actions
Great Interaction with Pipedrive support yesterday. I was typing up an internal note but I figured to share. I am thinking of putting all my pipedrive notes on posts so I can have everything in one place and share a little bit of knowledge. Mailigen syncbot to pipedrive supports - The options are that you can: * - Create…
New: Note Scanner for Android mobile app live this week! ✍️ 📲
Pipedrive Note Scanner for Android What? For those who like to take notes with pen and paper, Note Scanner allows you to transcribe your handwritten notes or print documents into Pipedrive! How? * Click the Notes Scanner button in any Note view in the mobile app. * Take a picture of your writing/printed text. * Notes…
Does someone know how I can pin a note to a deal in pipedrive?
Feedback on a Hackathon Idea (If it wins, we can build it in PD) 💡❗
Hi, I am Ambar, Product Manager at Pipedrive. We are working on a cool idea for Hackathon in Pipedrive. Our idea is called client portal. Basically, salespeople or account managers can share files, notes, documents or invoices with their client. And clients can create an account in PD and see all the communication. Clients…
파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기
질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요. 답변: 다음 네이버 블로그 포스트 참고하세요. 파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 참고자료 * Importing data into Pipedrive with spreadsheets - 네이버 블로그 포스트 원문: 파이프드라이브 서포트 페이지
Como eu exporto as notas do pipe sem aparecer erros?
Estou extraindo alguns dados da base de dados mas aparecem assim no excel: "FAZER <div> </div> <div>Resgate RT TFN 23 - Liquidação: 01/02/2009 - Liquidação: 02/09/2009 RT Quatar - Liquidação:…
Activate visability for notes
Hi I would like to have the option to make my notes available to certain teams or users on Pipedrive.
Lead Management
Lead Management and Generation is an important section of my business. I'm very happy that PD had introduced "Lead Inbox". After some weeks of using it, these are the first suggestions: * Note Field. It could be very important to add an automatic date/time section to track WHEN I write a note or any update * Email. At the…
Automatic Pinned Note feature request
Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
Integrating notes together from Leads and Contacts?
I'm having an issue that is driving me nuts - I input a Lead and start making notes. If the Lead is also an existing Contact, even if I link the Lead to the Contact, I end up having notes in two different spots, which leads to double/triple Activity prompts filling up. If I just keep the Activities assigned to the Contact,…
Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template th
Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template that one can insert into the notes section for accounts? Yes, it can probably be done in word and copied over, but I was hoping for a template for the notes section.
Daily Report
Hi everyone I hope you can help. I am new to Pipedrive and here is the dilema. Everyday I have to log notes into pipedrive as things happen then also log those notes into an excel doc to give my manager the heads up of what I have done that day at the end of the day. Totally cool with this but Is there a pipe report that I…
When I use the notes field in an activity, and I have to reschedule this activity, it would be great
When I use the notes field in an activity, and I have to reschedule this activity, it would be great to see these notes back in the timeline with the former date of the activity instead of seeing them im the planned list.
Add notes to a deal or contact 📨
18/03/2019 To add a note on a deal or contact, go to that item's detail view and click on the Notes icon on the right-hand side of the page. Here you can create a text type note, and format or un-format as needed. Read more here
Which is the best way to write notes from sales seminars in PipeDrive? I'm asking because notes are
Which is the best way to write notes from sales seminars in PipeDrive? I'm asking because notes are linked to organizations and people, and it will be very useful to have all your sales task and valuable data inside your CRM.
How do you notate the results of your activities?
How do you notate the results of your activities?
My colleague accidentally erased my notes. Now it's blank. How is that possible? Is there a way to r
My colleague accidentally erased my notes. Now it's blank. How is that possible? Is there a way to restore the notes or prevent this ? Thanks, guys!!
I make handwritten meeting notes on my iPad, with my apple pencil. Is there anybody who found an ea
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?
Help!🙋‍♀️ Looking for a feature in Pipe where I can create a fillable form...like a note but with qu
Help!🙋‍♀️ Looking for a feature in Pipe where I can create a fillable form...like a note but with questions... basically an outline for our client concierge to fill in while she's on the phone with a client that has nothing to do with the details column. Anyone know of a tool or suggestion to accomplishing this?
Audio Notes in the Mobile App 📱🎶
04/12/2019 When you're on the move, you may need a quick and efficient way to take notes on your activities, deals, and contacts. With the Audio Notes feature in the Pipedrive mobile app, you can easily take and attach audio recordings as well as use the transcription feature to automatically turn any voice memos directly…

Notes

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