Preventing Activities from creating Calendar entries

Options
Thomas.Dahl
Thomas.Dahl Member Posts: 4
First Comment
edited July 4 in Sales CRM #1

I have a lot of activities (20,000) that I want to upload to Pipedrive. I want them attached to companies and deals, but I do NOT want them to appear in my calander as this will synchronize with my google and business calendar.. which are linked to other people etc etc, How can I create activities that do not synchronize?

Answers

  • Thomas.Dahl
    Thomas.Dahl Member Posts: 4
    First Comment
    edited July 4 #2
    Options

    I figured it out.. Create a new activity type such as "Call in Past" and rename the Activity type in the activities list to this using bulk edit.. Then when you synchronize your colander simply exclude this activity type.. Easy when you know how.. :-)

    When changing activity type in activity view, make sure you have done a screen refresh or the new activity type will not be available.