Activities for multiple employees
Currently, I cannot find a way, how to associate more than one employee of a company to an activity.
I know that I can add as a guest anyone from the leads. I would like to add also my colleagues to collaborative activity events like group sales calls, etc.
How do you suggest properly creating activities, so all on the sales team can have the same activity visible in everyone`s calendar?
Comments
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Hi @Klavs , please have a look in the post below which may be able to help you
https://community.pipedrive.com/post/multiple-users-in-an-activity-5fd93f63dc8cbd2505efa2840 -
Manuel Oliveira said:
Hi @Klavs , please have a look in the post below which may be able to help you
https://community.pipedrive.com/post/multiple-users-in-an-activity-5fd93f63dc8cbd2505efa284Thanks, Manuel,
unfortunately, that does not add the same activity in the same deal in the calendar of the other employee, which is crucial for the activity tracking within company0 -
We have a similar situation of more than one sales’ person going to a client. I have had to use copy and paste to add the second Owner on the same activity into their own calendar. To our company this is also a crucial option. Let us hope more requests come in for this feature!
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