Cyclically repeating information in the calendar
Pipedrive is great. But I can't find an option (or I don't know how to use it) to repeat an event periodically. For example: I always go to training at 12 o'clock on Wednesday every week - I would like to permanently set this information in the calendar. How to do it?
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You can create a workflow automation that every monday will create that
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Fabrizio Nicolosi said:
You can create a workflow automation that every monday will create that
I see it, but unfortunately it needs to be upgraded to Advanced :-(
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Fabrizio Nicolosi said:
You can create a workflow automation that every monday will create that
Yes but is too better!
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If you've set up calendar sync, you could do it in your external calendar. The only thing to watch out for is that if you set up a Wed 12pm recurring appt, it will be forever recorded in pipedrive even if you delete it out (like a ghost in the system lol), unless you get the engineers to reset your PD calendar. I get around this by setting recurring appts at 6am then manually move them- but this is only a prblem if you use something like scheduler or calendly that needs to see free times, to the human eye you can't see the appts sitting there.
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