New: Activity pop-up after the deal is won
Manuel Oliveira
Admin Posts: 1,291 COMMUNITY MANAGER
Hello community 👋
The Activity pop-up after the deal is won (aka Opportunity Compass) update is coming out of testing and starting its gradual release.
What does it do?
- You can enable and disable a follow-up activity that pops up when a deal is won.
- Set the default follow-up activity type and follow-up time (1 week to 12 months)
When?
Feature release starts today and is planned to reach all companies and regions by the end of April 2024.
Tagged:
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Comments
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Where do I find this in the settings?
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@NLatNWEnforcement as of now, there's no setting for this feature yet, but I guess it will be in activity settings of the company: https://metaworkstudio.pipedrive.com/settings/activity_settings
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