How to track demo no-shows?

Stefan_8741
Stefan_8741 Posts: 9
edited July 18 in Workflow Automation #1

Hi all,

At the moment, we're tracking people who scheduled a demo but didn't show up in a spreadsheet because I don't know how to track that in Pipedrive.

I suppose it wouldn't be a good idea to have a "No Show" stage in a pipeline as each step of a pipeline should be mandatory for the vast majority of prospects.

Also, it seems like there's no way to have an automation triggered after an activity has passed but wasn't completed?

So, does anyone have an idea how to get rid of our spreadsheet?

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited June 2021 #2

    Create a custom field under Deals to track the status of demo shows/no-shows. Depending on your requirements, you can add a few more custom fields to indicate how many no-shows somebody has had, the date of the demo, etc.