We invite you to test out a beta feature on Pipedrive: @mentions in Notes.
You can @mention your team mates (users in the same Pipedrive account) in Notes (deal, person, organization notes) and they will receive an email notification about that @mention.
To have this feature enabled, please fill this form with your registered email address on Pipedrive and the name of the Pipedrive account - https://forms.gle/ik2kw7ccbmxwDEqy8
This is one of the first steps we’re taking towards improving collaboration in teams within Pipedrive.
What is not available in the beta-test but is being developed at the moment:
- In-app notifications through the Sales Assistant 💡
- Ability to respond to @mentions by leaving comments 💬
- This feature is still in beta and you may encounter bugs. I’d request you to leave your feedback and report any bugs in the thread below.
- After you have submitted the feature-request form, it will take us a few hours to enable the beta feature (depending on timezones).