New: Activity pop-up after the deal is won

Manuel Oliveira
Manuel Oliveira Admin Posts: 1,291 COMMUNITY MANAGER
1000 Comments 250 Likes 25 Answers Third Anniversary
edited April 29 in What's New #1

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:

Comments

  • NLatNWEnforcement
    NLatNWEnforcement Member Posts: 14 VERIFIED MEMBER
    Name Dropper First Comment

    Where do I find this in the settings?

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 122 VERIFIED MEMBER
    100 Comments Third Anniversary 25 Likes 5 Up Votes

    @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