Is it possible to schedule in our pipedrive calendar the product billing date of the installment?

SoulFoodAlgarve
SoulFoodAlgarve Member Posts: 2 NEW MEMBER
edited February 6 in Ideas and Product Feedback #1

Hi everybody,

I recently got pipedrive, just checked installment and the insights features, I wondered if it is possible to schedule in the calendar, the product billing date that we fill up in the installment fields?

I'm thinking a way to add the installment right away and an activity at the same time.

Thank you in advance for the help

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  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 193 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2 Answer ✓

    Hello @SoulFoodAlgarve,

    Currently, we do not have the option to use Installation dates from product fields in our workflow automation and are not able to automate this process. However, this is valuable feedback, and we will move the post to Ideas and Product Feedback for better visibility!

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