New deal -> add + activity

Andrej Zadravec_3286

Hi Pipedrive community, 

there is at least one thing that I miss a lot in current pipedrive version.

1. 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,

Andrej

Bert Calatz

Hi @Andrej Zadravec 

With workflow automation is that possible. 

 

Andrej Zadravec_3286

Hi @Bert Calatz, thank you very much for your help!