How do you notate the results of your activities?

Jay Wealcatch
Jay Wealcatch Member Posts: 59
10 Comments Second Anniversary 5 Likes Combo Breaker
edited July 2022 in Sales CRM #1
How do you notate the results of your activities?

How do you notate the results of your activities? 0 votes

Make a separate note afterwards
0%
Edit the completed activity with the results of your activity
0%
Incorporate the results of the last activity into the notes of the upcoming activity
0%
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Comments

  • Jay Wealcatch
    Jay Wealcatch Member Posts: 59
    10 Comments Second Anniversary 5 Likes Combo Breaker
    edited April 2020 #2
    This is in response to a poll created by Paul Minors. Paul asked about how often people use the activity feature - here: https://community.pipedrive.com/question/5e6ae9da0c78b432058da125
  • Jay Wealcatch
    Jay Wealcatch Member Posts: 59
    10 Comments Second Anniversary 5 Likes Combo Breaker
    edited April 2020 #3
    I would love to hear any related thoughts on this topic in the comments...
  • Bert Calatz
    Bert Calatz Member Posts: 63
    10 Comments Community Driver
    edited April 2020 #4
    Sales is a process.
    Each activity results in a follow-up activity. Until your goal is reached. Normally an order. So we complete each activity and then start the next. We know fairly well, based on historical data, how many activities are needed to have a signed order. Activities are calls, emails, meet-ups, negotiations, etc. So all your given options will occur with us.
  • Jay Wealcatch
    Jay Wealcatch Member Posts: 59
    10 Comments Second Anniversary 5 Likes Combo Breaker
    edited April 2020 #5
    @Lucas Xavier I like that idea!

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