Activity not syncing to new Organization

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Alex_85738
Alex_85738 Member Posts: 1
in Sales CRM #1

Hello,

I had an existing Deal that is associated with a Person. I subsequently added a new Organization. I think of Organizations as the top of the Pipedrive hierarchy. I've associated the existing Deal and Person with the new Organization. However, none of my old Activities are syncing to the Organization. When I click on the Organization there are no Activities. I have to click through to the Deal or Person to see the old Activities.

Is there a way to get all of the existing Activities to show up when I click on the new Organization?

Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    #2
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    Hi @Alex_85738

    In this case, as you created and added the Organization only after the deal and person were created, then it is expected that older activities do not link automatically. New ones created for linked items should however link to Org right away.

    One suggestion here would be to associate these activities to the new Organization in bulk. For this, check the activities list view and filter out needed activities either based on Deal title for example or Deal Contact person. After that, you can bulk edit to add needed Organization. If you need any more details for guidelines, please reach out to our support team via in-app chat or email support@pipedrive.com.

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