general non related to-do list

Liekel
Liekel Member Posts: 1
edited January 2023 in Sales CRM #1

Is there some place to make a general non related to-do list?

So my colluegues can make short notes for each other. For example, check our website content

Answers

  • Hey @Liekel !👋🏼

    "To-Do's" are known as Activities in Pipedrive. They are typically linked to your Pipedrive items (deals, organizations, people), though they can be linked to no items if need be.

    If you are just wanting general activities though that are unrelated to items, you can make a filter like so to which you colleagues can check up on in their activities list view:

    There are also other workarounds our support team would be happy to discuss if this one does not work out for you! Feel free to contact [email protected] to discuss other options.

    Hope this helps!