How to schedule an activity without typing details to recognize them in your outlook agenda?

Bart Vermeir
Bart Vermeir Member Posts: 6
First Comment Photogenic First Anniversary
in Sales CRM #1

When you schedule an activity like call, it mentions 'call' in your agenda without any context, although it is linked to a contact who you like to call. Why do you need to type "Call John" to know you need to cal John and having not to look back who do I need to call.

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,353
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    #2

    These were designed for sales people to work from the activities view inside Pipedrive.

    But you can opt for this setting in your calendar settings:

    image.png


  • Bart Vermeir
    Bart Vermeir Member Posts: 6
    First Comment Photogenic First Anniversary
    #3

    Hi,

    That setting is active, but it doesn't help as in the calendar it is in the meeting notes and not in the meeting title. Its remains just 'Call'.

    I understand the idea but as we're working in multi tool environment and often with multipe projects, clients and stakeholders Pipedrive can only link/sync one account. The base day by day calendar is Office 365.

    Thanks,

    Bart

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