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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,…
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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…
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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.
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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
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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.
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How do you notate the results of your activities?
How do you notate the results of your activities?
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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!!
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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?
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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?
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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…