What is the "Copy activity details" button on a Create Activity used for?

Pipedriven
Pipedriven Member Posts: 5 VERIFIED MEMBER
First Comment
edited July 18 in Sales CRM #1

What is the "Copy activity details" button on a Create Activity used for?

This is the right-most button:

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Answers

  • Sophie
    Sophie Pipedrive Team Posts: 198 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes

    Hi @Pipedriven,

    You can use this option to quickly copy the details of the activity, this is useful for copying activity details to a note or email for example and you would not need to manually copy the details down one by one. It will give you details such as the event name, time, and guests.

    I hope this helps!

  • Pipedriven
    Pipedriven Member Posts: 5 VERIFIED MEMBER
    First Comment

    So importantly, the use case would be more for copying the note to a destination outside of Pipedrive. It does not let me paste the same activity into another lead, deal, organization, or person in Pipedrive. Got it.