Contextual time setting for activities
Akhil_Supermeet.ai
Member Posts: 67 VERIFIED MEMBER
It's very irritating that I need to enter a start time for each new activity.
For example- I have just sent an email from Pipedrive and I want to create an activity to follow up. By default, the best time to make a follow-up will be the same time I sent the email on some other day.
Activities are basically 2 types-
- A new or first-time activity on a deal
- A follow-up activity to a previous one.
So for first-time activities, it's best to set the current time as a default
For a follow-up activity, use the time of the previous one.
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Comments
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Use Pipedrive automation to set up time.
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Amit Sarda said:
Use Pipedrive automation to set up time.
@Amit Sarda Thanks. I'll try it.
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