How much do you use the activities in Pipedrive?

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Paul Minors
Paul Minors Member Posts: 89 VERIFIED MEMBER
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edited July 2022 in Sales CRM #1
How much do you use the activities in Pipedrive?
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  • Torlando Hakes
    Torlando Hakes Member Posts: 2 VERIFIED MEMBER
    edited March 2020 #2
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    I've found the activities really key to staying with a prospect. Every time I just set up my next activity with them and try to be diligent about following through with the activity.
  • Paul Minors
    Paul Minors Member Posts: 89 VERIFIED MEMBER
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    edited April 2020 #3
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    Same. I couldn't live without them. But I know a lot of new users don't use activities much.
  • Bernhard Hoffmann
    Bernhard Hoffmann Member Posts: 1 VERIFIED MEMBER
    edited March 2021 #4
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    I use the activities when ever i do something with a customer…..But now it is gone…no new activities can be created???? somebody knows what the issue is?

  • Sylvain
    Sylvain Member Posts: 43 VERIFIED MEMBER
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    edited April 2020 #5
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    I find the types of activities very practical! I use them in automations and this allows me to be quite precise in their execution!
    example: automatic renewal of expiry (fiscal or social) - sending of automatic mail - creation of detail - etc ..
  • Kallie Johnson
    Kallie Johnson Member Posts: 4 VERIFIED MEMBER
    edited April 2020 #6
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    I couldn't do what I do without my activities /reminders
  • Jay Wealcatch
    Jay Wealcatch Member Posts: 55 VERIFIED MEMBER
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    edited April 2020 #7
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    I find it a bit confusing in terms of notes on the results of an activity.

    Where do you leave the results of an activity?

    I made a follow up poll to hear how you guys look at it: https://community.pipedrive.com/question/5ea578c1a84eb34e1e173243
  • Peter Kesch
    Peter Kesch Member Posts: 12 VERIFIED MEMBER
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    edited March 2021 #8
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    I see that 77% of voters do use activities heavily.
    Are you also annoyed about the fact, that activities are shown in the "done" section of a deal in the sequence they have been created and not the sequence they have been done? 
    Having the wrong sort order makes it frustrating to follow up deals and analyse history...

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