Are we able to create activity plans which in turn creates a series of activities that need to be completed by certain dates and specific team members?
Boris Tsibelman Posts: 999edited March 2022 #2
You might want to look at Projects0
Alan McTighe Posts: 15edited March 2022 #3
Something that I have been asking for for some time.
I assume that it can be done but that I need to sit down and develop it. In other software that I have used I could draft a series of templated emails and prescribed phone calls (Hot Lead, Warm Lead, Six Month Contact Plan etc) and apply the activity plan(s) to individual contacts at any time.0
Bram Lyng Andersen Posts: 7edited March 2022 #4Boris Tsibelman said:
You might want to look at Projects
Is it live? Don't see it in my sandbox, might need activation?0
Alan McTighe Posts: 15edited March 2022 #5
Boris, what specifically in "Projects" should I be looking at?0
Mike van der Valk Posts: 4,059edited March 2022 #6
We're working on a new add-on for Pipedrive in the after-sales Project delivery space. In case you want to try it out you can email me at [email protected]
In projects you can add an activity plan and then when starting a new project select to use the plan from previous projects.
Hope it helps and many of you will reach out to me0