Feature Request - Assign point values to activities

John_Faig
John_Faig Member Posts: 3 VERIFIED MEMBER
First Comment Photogenic

It would be great if there was a table of activities and their associated points. In EdTech B2B sales (and probably other areas) not all activities are created equal. Visiting a pricing webpage or attending a webinar is more important than commenting or linking a company post.

The activity graphs will visually be skewed toward the most numerous events when they might not be the most important.

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  • Helio
    Helio Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes

    Hello @John_Faig ,

    I hope you are doing well!

    If I understand correctly, you’re looking for a way to differentiate activities by importance—does that sound right?

    Unfortunately, custom fields aren’t available for activities. However, we do offer Custom Activity Types (link), which let you categorize activities based on importance. This could help you create more specific reports.

    I hope this helps! Let me know if you have any questions.

  • John_Faig
    John_Faig Member Posts: 3 VERIFIED MEMBER
    First Comment Photogenic

    From an analytics standpoint (dashboard and reports), how can I see the custom activity types?

  • Helio
    Helio Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes

    You will just need to filter by activity type, and all custom activity types will appear there.

    Example - screenshot link.