Why when creating a deal does it not prompt you too add an activity, am I missing something or do I have a setting turned off?
It's not available for you to create an activity once adding a deal. I've been in contact with pipedrive about this as well. It would reduce at least 2-3 clicks by it already asking to create an activity when creating a deal. It makes sense to always have a next action when a deal is created. I want this feature!
Hi @James Wade and @Elin Breime , thank you for your feedback!
You can overcome this situation by creating an automation that immediately assigns a certain type of activity to a deal when the deal is created.
Learn all about building Workflow Automations from our tutorial and quick video course. 💪
That being said, I've made sure your suggestion reaches our team internally for consideration in future developments.
Excatly what @Inês Batata says,
Use the automation, which is exactly what we do and it works really well