New deal -> add + activity
Andrej Zadravec_3286 Posts: 2
Hi Pipedrive community,
there is at least one thing that I miss a lot in current pipedrive version.
- I add a new deal, then I click save and my deal is lost in all 1000 deals that are still open. Then I have to go to the Search bar to find my deal
- could you make it easier? if I make a deal I want immediately make also the activity for the follow-up.
- it should be the next click and not type it to the search bar again...
Looking forward to your reply,
Bert Calatz Posts: 65edited December 2020 #2
With workflow automation is that possible.0
Andrej Zadravec_3286 Posts: 2edited April 2020 #3
Hi @Bert Calatz, thank you very much for your help!0