Knowledge Base

Using Mentions and Comments
Deleting and updating notes
Permissions and visibility

Mentions and Comments

Breandan Flood, December 5, 2023

In Pipedrive, you can tag your colleagues in your notes using mentions and respond to mentions with comments. This feature is available for leads, deals, contact people, organizations and projects.

Using Mentions and Comments


Note: The @mention dropdown menu shows a maximum of 8 users at a time, narrowing as more letters are typed.

To mention a colleague in an item’s detail view, type @ in your notes and select their name from the dropdown list.

You can also click the “@” symbol in your notes section to @mention another user.


Note: Comments are not available for leads, but you can still use mentions.

You can also comment under notes after being mentioned, and you can do so from two places in the item’s detail view:

  • In the @mention notification box
  • In the item’s history


You can be notified of mentions and comments through the Sales Assistant panel and by email.

To adjust your notification settings, click the “light bulb” icon followed by the “gear” icon, then select “Manage notifications.”

Sales Assistant notifications

As soon as a colleague has mentioned you, you’ll receive a notification in your Sales Assistant displayed by the yellow lightbulb.

Press the lightbulb to view your notifications.

  • Click on the notification to see the item page where you’ve been mentioned.
  • Click “View all” to see your User overview.

Email notifications

You can also opt-in to receive an email notification when another user mentions you or adds a comment to your note.

Click “View mention in the notification email to be directed to the item’s detail view where you’ve been mentioned.

When will I receive a notification?

You can receive notifications when:

  • You are mentioned by another user in a note
  • You are mentioned by another user in a comment
  • Another user comments on your note
  • Another user comments on a note you have previously commented on

Deleting and updating notes

Note: Regular users will only be able to update their own comments, while global admin users can update all notes and comments.

To edit, delete or pin a note, click the “...” next to the note and select the desired option. You can also pin notes by clicking the “pin icon in the top right.

Permissions and visibility

Note: A user can only view and be notified of the mention or comment if they have the permission and visibility to view the item where they’re mentioned.


Regular users must have See other users’ data” enabled in their global user permissions to see mentions and comments as well as who sent them.

With this permission turned off, users in that permission set will see the following messages if they’ve been tagged:

  • In the @mention notification box
  • In the item’s history


The user’s visibility group determines the deals, contacts, or other items they can see.

If you mention a user in an item (e.g., deal note) where they don’t have access to all the linked items (deals, contacts, organizations, etc.), you’ll receive an error and the user won’t see the mention.

Note: Following another user’s item grants you visibility of the mentions, and you can be mentioned in the notes under those items.
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