Task or Activity the day after
Hello,
In my line of work, I sometimes need to go by the landowner's house. On occasion, they aren't home so I will just put a note into Pipedrive saying that I went by their house. What is the best way of handling that if I'm entering the note the day after I went by their home?
When I enter a task from yesterday, it shows over due. I don't need it showing over due because it's just a note that I will enter every few days.
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Best Answer
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make an activity type for that, something like "visit" and mark it as done too. you can also use the regular "task" type of activity but definitely mark it as done when creating.
will be easier to find all your visits and run stats on how many of those were there.
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