OUTCOMES for ACTIVITIES

Hefe

Dear Pipedrive Team,

could you please please in the very very near future make it possible to add outcomes to activities?

Right now I can only track "DONE" activities or I delete them. But what about failed activities?

The client didn't show up. The person did not pick up the phone.

This would be so so so so so necessary for a CRM and is DEFINITELY a MAJOR KPI for all sales reps...

Pipedrive is so useful and has so many features that are so well thought through.

How can this be missing?

I have been googling and this is a feature that people have requested in this community since more than 3 years now.

So please please add this feature to activities. Either we can custom define this or there is a standard set at least for Appointments / Meetings and for Calls –> that we can then also track in pipedrive statistics.

It is so useful to see if people often don't come to an appointment.

It is so useful to see if people are never picking up the phone.

Thank you very much!

Manuel Oliveira

Hi @Hefe , if I understand your case, have you tried having custom activity types for those outcomes? For example, creating a custom activity type called “no show” to be used when a client doesn’t show up. So you can change the activity type when that happens, and close the activity. This way, you can still report on these events.

mwareham

Hi @manuel - the request here is not about custom activity types it's about activity custom outcomes. For example. The Activity is a call and the outcome can be:

Call > not answered

Call > gate keeper

Call > voicemail

with "not answered", "gate keeper" and "voicemail" being examples of custom outcomes. Please could you advise whether this is in the new features pipeline?

Manuel Oliveira

Hi @mwareham , thanks for your example. That kind of option inside an activity is not planned for the immediate future, though you can submit a request as product feedback here.
This is why I proposed a workaround in which you create custom activity types that would act in place of custom outcomes i.e. when you have a Call activity, and the call is not answered, you would change that specific activity in Pipedrive to "Call > not answered"

ipg1992

Thanks!

Yes, I did that for meetings now, but for calls and so on the activity list is too full after a while.

And I think it should at least be added for calls, since they are "native" to pipedrive.

The rest, yes, one can work around even though the list is quite full fast. I also have a custom activity for letters sent out, website visits, meetings, internal meetings, etc.