The activity task is not retained.

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Rosie
Rosie Member Posts: 2
First Comment

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.

What am I doing wrong? Thanks!

Rosie

Answers

  • Amit Sarda (AmitSarda.xyz)
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    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
    Rosie Member Posts: 2
    First Comment
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    That helps a lot! Thank you Amit