Save for Later
This guide was created with Scribe in
18 seconds.
Sign in and create your own!
How do I add a new note in Pipedrive?
If you are a salesperson or business owner using Pipedrive, you may want to know how to add a new note in Pipedrive in order to keep track of important conversations, tasks, and other information related to your sales process. Adding notes in Pipedrive can help you stay organized and ensure that you don't miss any important details. Knowing how to add a new note in Pipedrive can help you stay on top of your sales process and ensure that you are providing the best customer service possible.
Grace Everwood
|
0 step
|
18 seconds
Pipedrive
1
Go to [https://www.pipedrive.com/](https://www.pipedrive.com/)
2
Log in to your account
3
Click the "Notes" tab in the left-hand navigation bar
Zoom Saved
4
Click the "+ Add Note" button in the top right corner
Zoom Saved
5
Enter the note details in the "Note" field
Zoom Saved
6
Click the "Save" button in the bottom right corner
Zoom Saved
Was this Scribe helpful?
Save this document for future reference.
Save for Later
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe