Templates for activities
I think it might be an appreciated feature to be able to use templates for activities.
I have a lot of same activities - like Follow up after 14 days or Call someone after a week. But these cannot be automated as the trigger might be irregular (might be an email or a call or another opportunity).
However, these tasks are repetitive and it would save me time to simply choose one activity from template and not have to set it every time.
Comments
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Good suggest!
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I've been requesting this feature for about 4 years now. Doesn't appear they're going to do it any time soon.
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I would propose that Pipedrive do a roundup with all small features like this that would make a salesperson's day so much easier. Its better to make it as one collected project so it gets handled at not just "this is so small" but together 50 great ideas from the users become something incredible strong for the future .
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It's a MUST Have! 🙏 It was actually weird no to find this feature in a product as polish like this
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Jörgen Sjöstrand said:
I would propose that Pipedrive do a roundup with all small features like this that would make a salesperson's day so much easier. Its better to make it as one collected project so it gets handled at not just "this is so small" but together 50 great ideas from the users become something incredible strong for the future .
It's a MUST Have. It was actually weird no to find this feature in a product as polish like this.
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Yes please can we get this feature! Such an unnecessary small thing that could really speed up the sales calls
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Totally agree, must have, for exemple in my day to day I meet customer at their place. It would be perfect to create a meeting that is fill automatically with the customer info and adress. That would save a lot of time then filling infos each time. That's one exemple but I guess there's plenty of possibilities for many templates in various activities as soon as it's a recurring activity it should be possible to make a template.
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This is a must-have! It's essential for our clients to have access to the details of our upcoming meetings, so they can be better informed about what to expect. We use Calendly more and more since this is not available in PD.
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Try using a combination of a single option field and workflow automation.
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Great topic here! @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Can you please explain what you mean by a "single option field"? Curious to hear your thoughts. Thanks everyone!
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A custom field of type 'single value'.
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Just a dropdown in Activities Would be great?
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