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Tagging and mentions
Tagging and mentions
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Planned: @-mentioning of your colleagues is coming!

Soon you'll be able to tag your colleagues in a note on that important deal while notifying them about your message to them. Communication is key and we want to make sure you can do this right on your important sales data. 

https://pipedrive.hubs.vidyard.com/watch/AbCTiR96VV9PdpvGvrJBYf

📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

Marcar membros da equipe em observações

Olá boa tarde a todos. Gostaria de saber se é possível marcar um membro da equipe em uma observação feita dentro do histórico de uma organização?

Ability to change the colour of notes or flag them as a specific type of note

Want to start off by saying the note tagging beta has been fantastic and it's hard to imagine Pipedrive without it now.

One thing that has come up talking to the team is the ability to colour the notes or label them as a specific type of note. We tend to get upwards of 50+ notes per deal file, and even with the ability to sort notes only, it can be very difficult to find a note left by our account manager vs documents manager vs underwriter for example when you're looking for a specific comment.

Pinning important notes is... (More)

@mentions in Notes - Beta Testing

We invite you to test out a beta feature on Pipedrive: @mentions in Notes. You can join this channel to receive regular updates on beta-testing @mentions -> https://community.pipedrive.com/group/mentions-beta-testing

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... (More)