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Pipedrive CRM

Pipedrive: Pin a Note

By August 30, 2022No Comments

Did you know that you can pin a note in Pipedrive?  It’s one of those little features that can be easily overlooked, but it’s easy to use and might be helpful. 

This tip is pretty easy – simply go to a record with notes, and select the “…” to the right of the note, then “Pin this note”:

It sometimes requires a page refresh, but you should then see that note at the top of the record, minimized by default:

 

Expanded:

Megan Hagedorn

Author Megan Hagedorn

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