Using automation for repeated, timed tasks but wanting fewer named activities and icons

I have built some automation that reminds sales to make telephone calls at pre-determined times based on initial contact. Each of these "calls" is currently created as an activity and designated *call #1, call #2, etc. This and other repeated in the sales flow creates a long list of activities and associated icons.   

Question: Is there a way to modify the current automation activity I have and perhaps call it "telephone call" but use something inside the automation to count the number of accomplished telephone calls and then assign the next call "#" to the next upcoming call activity?  EG. If sales has made three calls, automation would see that and automatically assign "#4" to the next "call" automation.   That way it would be the same activity but the automation would assign the next number in sequence to the same activity.  


0 votes

· Last Updated -


  • Amit Sarda - Pipedrive Consultant -
    edited April 29 #2

    I simply have my sales team enter the number of calls tried + 1 as the Activity title.


    But what you've suggested would be wonderful to have, but wonder where it will land in Pipedrive's priority list.