Deleting open activities when a Deal is marked Won or Lost

Sandra Beer
Sandra Beer Posts: 3
edited July 25 in Workflow Automation #1

I was looking to create a workflow automation that will delete any open activities when a deal is marked won or lost. Apparently the system isn't capable of this, at this time. 

Does anyone have any work around ideas to help us keep our to-do Activities accurately reflecting the work that needs to be done? 

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    Hi Sandra,

     

    There is currently no automation in PD that can delete activities related to deals that are Won or Lost 

  • Sandra Beer
    Sandra Beer Posts: 3
    edited January 2021 #3

    Hi Sandra,

     

    There is currently no automation in PD that can delete activities related to deals that are Won or Lost 

    Yes, thank you, I figured that out. I was looking to see if anyone found it to be a concern and if they had any work arounds that would help keep our activities up to date.

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited January 2021 #4

    Hi Sandra,

     

    There is currently no automation in PD that can delete activities related to deals that are Won or Lost 

    @Sandra Beer I don't see a way with automation. There isn't even a way to update an activity after it is won, say change the name. You could however create a filter in your activities filters to only see those activities I think. Then you could easily batch delete them.

     

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  • Sandra Beer
    Sandra Beer Posts: 3
    edited January 2021 #5

    Hi Sandra,

     

    There is currently no automation in PD that can delete activities related to deals that are Won or Lost 

    That could work! It would be faster than filtering in list view and going into each deal to delete activities individually (which has been my work around so far). Thanks!

  • Dave_68080
    Dave_68080 Posts: 8
    edited February 5 #6

    I would need that too! Would be great if Pipedrive can implement that!