Hi all! Brand new to the group, but loving Pipedrive.
I'm trying to figure out how best to log Linkedin messages, FB messages etc. – since that's often our first point of contact, rather than email or phone.
There seem to be two options.
1) Just jotting down a note on the contact's profile in Pipedrive as soon as we've messaged, which is quick and includes a timestamp. However, in the contacts list view, there's no "last note" column so it's tricky to keep track of who and when we've messaged.
2) Creating an activity that's marked as done. This is a bit slower and also clogs up calendar, but at least we can view "last activity date" on the contacts list view.
Does anybody have any better solutions?