Be able to set a default activity type
RDeLaughter
Member Posts: 4 NEW MEMBER
Currently, the default activity type is a "Call". I would much prefer the default activity type to be a "Task". This would save a click every time I create a new activity.
Tagged:
0
Answers
-
You can do that in the Activity settings.
1 -
Fantastic! Thank you for letting me know.
0 -
Pipedrive doesn't allow changing the default activity type directly, but you can work around it by creating a custom activity type named "Task" and setting it as frequently used. Alternatively, streamline your process using workflow automation to pre-set the activity type where possible.
0