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?
You might want to look at Projects
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.
Boris Tsibelman said:You might want to look at Projects
Is it live? Don't see it in my sandbox, might need activation?
Boris, what specifically in "Projects" should I be looking at?
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 me