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:
