Add custom Activity "done" reasons
It would be extremely valuable if we could have custom Activity "done" reasons, just like we can add and customize Deal "lost" reasons. There is a ton of valuable insight we can gather by understanding why an activity was marked as "done". For example, was a scheduled meeting cancelled, a no-show or successful?
Getting a running total of these reasons could be tracked and measured with Insights.
April Disher Posts: 1edited February 2021 #2
This would be such a great feature!!0
Dan Kaminski Posts: 1edited February 2021 #3
Something similar to Pipdrive Calling would be great. After the activity completes being able to start gaining metrics on outcomes would be amazing!0
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited February 2021 #4
Hi @Alex Kaminski Thank you for sharing that feedback, I'll make sure it reaches the team working on activities in Pipedrive.0
Craig O'Shannessy Posts: 4edited September 2021 #5
This is *exactly* what I was about to post. Currently I'm leaving no-show and cancelled activities marked as NOT done, just changing the subject prefix to "No Show:" to avoid polluting the done data (that I use for tracking against conversions), but this pollutes the UI instead (red rows everywhere). My current work around is to use a custom filter to hide ones with subjects that start with "No Show" or "Cancelled" if that helps anyone.0