How do you keep track with one calendar on the activities page of Pipedrive?
Hi, I'm trying out Pipedrive right now and was wondering how you guys get organized with the calendar. Currently, I do this with my 15 iCloud calendars via iCal. With export and import, I can also switch to google, but I understand Pipedrive only syncs one calendar. How do you keep track with one calendar on the activities page of Pipedrive? Looking forward to some advice.
Brad Krause_13404 Posts: 496edited January 2021 #2
The activities list view is my primary workspace. The only time I reference a calendar view is when I’m looking to make sure I have time open or if others in our organization have availability.
Pipedrive is synced with outlook (office365). I have iCal on my computer and phone synced with outlook. If I have personal stuff I don’t want in my work outlook calendars I just put it in my personal iCal iCloud account. I wouldn’t want that personal stuff to show in Pipedrive activities. That’s for work/sales focused stuff for me.0
Alexander Florian Kayales Posts: 15edited January 2021 #3
@Brad Krause thank you for your quick reply. I am self-employed and I mix private and business meetings. Sometimes I meet with friends and they want to discuss business :-)
And I don't have a specific working time. Sometimes I work in the morning, then go jogging and then meet friends. In between and afterward I work again. So that I don't mix up my meetings with friends with business appointments I like to keep track. For this, I would use a suitable CRM such as Pipedrive.0