Hello, I'm just setting up my Pipedrive and adding in leads... How do I add documentation of previous interactions besides the "notes" section. I see I can schedule forward but how do I add in previous actions already taken?
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Does anyone know where I can find a copy of Pipedrive's CSR related policies, such as energy usage and impact on the environment?
Is it possible to create generic notes for Pipedrive users. F.ex. to agree what tags to use, it would be nice to have notes or a document in Pipedrive to check it.
Pipedrive does not recognized previous companies in the lead tab and you have now visibility on the pending activities when you archive it