How to improve privacy while sharing two-way sync calendar with pipedrive?
I started using two-way sync with pipedrive. Really cool as I do not have to duplicate stuff in pipedrive. However, a lot of meetings I create in my calendar are not related to sales and I prefer not to share their content with others. Since these events are synced in pipedrive as my activities, everyone can see them. Is there a way, how to define, which things I want to have public and which not?
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You can create a new calendar called "PERSONAL or PRIVATE"
Then events that are unrelated to work, you can add to that specific calendar.
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Boris Tsibelman said:
You can create a new calendar called "PERSONAL or PRIVATE"
Then events that are unrelated to work, you can add to that specific calendar.
I have trouble, that these are usually events related to work (meetings with product teams, 1on1 calls, regular sales meetings etc.) - I just do not want to share them on the platform as activities.
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I concur. Also a dealbreaker for me. Too many activities are not related to sale and the Calendar view gets too messy. A new extra calendar is not an optimal solution.
Ain't there a way to only show activities which are related to a Lead?
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Boris Tsibelman said:
You can create a new calendar called "PERSONAL or PRIVATE"
Then events that are unrelated to work, you can add to that specific calendar.
Hi Martin, did you get a hint or solution to this challenge we have in common? Please share.
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