Activity Plans
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?
Comments
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You might want to look at Projects
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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.
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Boris Tsibelman said:
You might want to look at Projects
Is it live? Don't see it in my sandbox, might need activation?
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Boris, what specifically in "Projects" should I be looking at?
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Hi all,
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 mike@pipedrive.com
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
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