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?
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 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 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?
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…