The activity task is not retained.

Rosie

I'm new to Pipedrive.

From the contact tab, I click on the contact name.

1) I added the activity to follow up via email

2) I added the deal.

The activity does not appear in the next activity column when I go to the deals tab. But it is showing up when I go back to the contacts tab.

So then I have to go into the deals tab, select the contact and re-add the activity there but it's duplicate work.

Screenshot 1.png

Screenshot 2.png

Screenshot 3.png

What am I doing wrong? Thanks!

Rosie

Amit Sarda (AmitSarda.xyz)

Follow this order:

1. Create Org
2. Create Contact from the Org detail view
3. Create Deal from the Contact detail view
4. Create Activity from the Deal detail view

Rosie

That helps a lot! Thank you Amit