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 💬

Please note:

  1. 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.
  2. After you have submitted the feature-request form, it will take us a few hours to enable the beta feature (depending on timezones).