Be able to set a default activity type

RDeLaughter
RDeLaughter Member Posts: 4 NEW MEMBER
First Comment
edited November 28 in Sales CRM #1

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.

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Answers

  • Petr Vojtechovsky
    Petr Vojtechovsky Member Posts: 6 VERIFIED MEMBER
    Photogenic First Comment
    #2

    You can do that in the Activity settings.

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  • RDeLaughter
    RDeLaughter Member Posts: 4 NEW MEMBER
    First Comment
    #3

    Fantastic! Thank you for letting me know.

  • Gabe Kressel
    Gabe Kressel Member Posts: 3 VERIFIED MEMBER
    First Comment
    #4

    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.

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