Stop Auto Activity Follow up

KittenMasher

When I complete an activity, it asks to schedule a follow-up. How do I stop this? According to Chat GPT its in settings, which is what I switched on. But it seems to be hidden even though I'm Admin

• Go to Pipedrive Settings
  • Click on your profile picture (top right).
  • Select Company Settings (or Personal Preferences if you're not an admin).

• Navigate to Activities Settings
  • In the left menu, find Activities.
  • Look for an option like "Prompt to schedule a follow-up after completing an activity".

Not visible????

• Disable the Follow-up Prompt
  • Toggle this setting off.

Sophie

Hi @KittenMasher,

Disabling the follow-up activity pop-up is available for Advanced and higher plans that use the Automations feature.

If you haven't created an automation in your account, this feature will not appear in your settings. To get the option, you can create a simple automation in your account from the automation tab. (It can be something as simple as adding a letter to a random field when a deal is added and you can delete this later)

Once you have an automation enabled, you should see the option like this in your company settings-

You can find additional information here- https://support.pipedrive.com/en/article/how-can-i-disable-the-follow-up-activity-pop-up

I hope this helps!

lkhill

Wow, who decided an annoying automated follow-up Activity with no easy way to turn it off was a good idea??!?!?

And the solution sounds even worse: did I read correctly that:

1. You have to actually CREATE another automation in order to view the annoying one?
2. Only Advanced and higher plans offer Automations? (of course we're on Professional)

Please tell me there's an easier way to shut off this stupid automated follow-up than (otherwise needlessly) upgrading our license…

KittenMasher

Well said lkhill. Its so enoying and quite a simple feature to turn OFF an option

KittenMasher

Just looked and "Profession" is a higher level than "Advanced", so surely we should be able to see the switch to turn it OFF?

Tony Xavier

Hello @KittenMasher & @lkhill,

If you are on the Professional plan, you will be able to easily switch off the follow-up activity option by activating any automations, and you would not need to upgrade your plan.

You can set up an automation to have the option to disable the follow-up activities. This automation can be something that doesn't take any specific action, or have a condition that it will never be triggered, something like this:

The filter I have used here says the deal status is deleted, which cannot be true when creating a deal from the UI or through import.

You can also explore the Workflow Automation channel to get inspiration on automations, so you can get the best out of Pipedrive and also have the follow-up activities disabled.

We hear your concern about the experience, and to bring more visibility to this, we will also forward the post to the Ideas and Product Feedback channel.