When calling through a list of organization I often find myself putting the previous call's notes on the upcoming activity's notes section because it's faster. For example, if I have a call scheduled for today, I'll make the call and mark it as done. A new activity window will open automatically and I'll type in the call…
Hi guys, We need notes for everything - we always need to know who did what and when. Problem is, if somebody adds or removes a label, this seems to be the one thing that Pipedrive does not care about. Can we add this functionality? Or have a toggle to switch it on or off, along with probably a dozen other items that maybe…
Hello, I am constantly looking at the notes and would like the option to have it expanded automatically instead of having to click on the notes every single time I go to a new deal or contact. This would make things so much easier and save time because notes are the only thing that help me understand what I need to know…
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…
Hello Pipedrive Team, I have been using Pipedrive for managing deals, leads, and other entities, and I find it incredibly useful for my work. However, I noticed that there is currently no way to directly refer to a specific note within a deal, lead, person, or organization using a unique URL. This feature would be…
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
Currently the only 'Add note to…' options as Actions in Automations are: Please add 'Add note to project' to this list of available note actions.
I've noticed for some time in a Contact, Deal or Account History, Pipedrive lists a Note or Activity at the bottom of a day's chronological order, which is not accurate when there are also emails listed. Note in the attached example, I've had an email exchange, and then added an Activity to the Timeline to indicate I've…
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
Please see screenshots of how rich text (particularly when cut and pasted) appears in the notes and activities section. Default contracted view (bad layout, indentation and bullets appear wrong) Expanded (correct, expected layout)
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