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…
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
It's reached a point where the reports and dashboards my sales org uses have certain nuance that benefit from tweaking the filters regularly. An optional plain text description or note to accompany each report at the header would be really useful. Many of these reports are dynamic and by modifying a filter slightly they…
I encountered a problem where I edit a text in word before I copy it into the notes in Pipedrive. These are simple bullet points and indentations. However, Pipedrive does not recognize the indentations and bullet points from Word and translated the indentations into spaces and the bullet points into symbols. You can have…
Everytime when I make a note it is displayed in the history time line. From there I can pin the note to my Focus timeline. Why is there no short cut to pin a new note directly to the Focus timeline? Just ad the pin symbol to the note maker and pin it directly to the Focus timeline. Must be not that hard to create?
Our team uses activities heavily and we always update the notes section before marking the activity as done. This notes section, unfortunately does not support @mentions, which we would really like to see as well as the ability to comment on the note / activity.
I'd like to suggest a small but important usability enhancement related to entering notes in activities or general notes fields within Pipedrive. Currently, when typing out notes, it's easy to accidentally click the 'Cancel' button instead of 'Save' — especially when working quickly or on smaller screens. Unfortunately,…
Outcome Description: When my team marks a deal as 'Won' and creates a project, we need the notes from the deal to transfer into the corresponding project. Pipedrive's AI chatbot said this isn't currently supported, so we're having to copy and paste all the notes from every deal into it's corresponding project. The chatbot…
Hi we have user who like to use the spreadsheet view for deals and leads, they would also like to see the last note in a field. would a last note or note summary field be posible Cheers J
Summary: Currently, when writing notes in Pipedrive, users can only mention colleagues from their own company (Pipedrive users). It would be extremely useful to also be able to mention contacts (external people stored in Pipedrive) directly within notes. Use Case: When documenting interactions, users often need to…
It looks like you're new here. Sign in or register to get started.