Activities

Automation: No Activity created in the last 3 months by Deal - send email to Deal Owner
How can I set up an automation like in the title? Is there any workaround? So in a Deal there has been no Activity created for some time and I want to be reminded to check on a Customer. Would be also amazing if there was a trigger like that: "no activity in the last xx months/weeks/days (also no emails connected to the…
Activities, Planning & Outcomes
I am trying to make some sense of the activities feature - and how to effectively use this in our workflow. For instance - we have an activity type "Face to Face Customer Meeting" * One of my reps schedules a meeting with a customer for Monday 06/01. We start an activity of the F2F kind for this scheduled meeting. * We…
Planned: Leads in Activities List and Contextual Views 🗒
Why? Save time and access Leads linked to your activities without having to navigate away from the Activities tab. What will I be able to do with it? Add or view Leads directly from your Activities List View, or your activity Contextual View. Just like you can do for Deals. 🔔 Follow What's Planned? to know what we're…
How do I see who completed an activity or when an activity was created?
If an activity is marked completed, but it wasn't done, how can I see who marked the activity as completed, and, can I see the date/time an activity was created or marked completed and by which user?
Overdue activities
hi - im looking to generate a report on overdue activities by user - i can run this manually, but want a live report to show in MS Teams. Is there a way this can be done ? thanks in advnance James
10 Productivity Tips to set you up for Cold Calling Success
A collection of tips to set yourself up for success so that you give your 100% when attempting cold calls. Link: https://sardamit.gumroad.com/l/cold-calling-setup-tips
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?
Bulk marking of activities
Hi, I've been working with Pipedrive for almost half a year and I've noticed that there is no way to mark the same activity in several clients at once. I must admit that such a tool would make my work much easier and faster. As a company, we organize sales promotions periodically and I have to mark such activities in…
Activité
Bonjour, lorsque j'organise une activité future sur un individu qui est dans une entreprise, dans le pipeline "Affaires" il n'en tient pas compte et je suis obligé à nouveau d'organiser cette activité au niveau de l'entreprise. Comment cela se fait ?
Activities for multiple employees
Currently, I cannot find a way, how to associate more than one employee of a company to an activity. I know that I can add as a guest anyone from the leads. I would like to add also my colleagues to collaborative activity events like group sales calls, etc. How do you suggest properly creating activities, so all on the…
Activity Automation
Option when lead/contact replies to an email or call, rest of the activity is automatically canceled/deleted. Workflow Automation do not yet support email as triggers conditions for actions, but would be a useful thing.
Agents See other Agent Activities
Our agents with "regular user" accounts can see one another's Activities when they don't have the "Activity field of Assigned To is Current User" filter set. How can we prevent agents from seeing one another's Activities like we do for Contacts? Thanks!
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Mustalinja integraatio Tekee kaikki puheluihin liittyvät aktiviteettikirjaukset myyjän puolesta ja soiton tullessa tuo myyjän puhelimeen valmista tietoa CRM:stä mm. astiakkaasta ja kaupan koosta, viimeisen aktiviteetin pvm. ja avointen kauppojen määrän. 8€/kk/käyttäjä. Yannis Doukas Ohjelmistoja.fi Pipedrive Elite Kumppani…
Assign Roles to Participants + Automation
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful. Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so that…
Activities: Pop-up Reminders / Priority Setting
Is PD ever going to add the ability to enable a pop-up reminder for an activity? Not reminders via email, but a simple pop-up reminder on my desktop if I want it? Is PD ever going to offer the ability to set the priority for an activity in the activity window: High, Med-High, Med, low
Curious, how is everyone using reoccurring activities?
Remove Activity Type Defaulting
We have a suggestion that could improve the way that Activities work. We are rolling out some reporting on our Activities by Users, and noticed that many of our Users don't ever change the default Activity type (currently Task) to something they are actually doing (usually a Call or Meeting). There should be a way to make…
Pull Organisation address into Activity Location field as the default or first suggestion
Don't you think it would make sense for the Organisation's address to be there as the first suggestion in the Location field when creating a meeting or appointment? We have it for the person (the contacts in the company) so why not give us the company address if it has been entered? I find it quite annoying that we go to…
파이프드라이브 워크플로우 예시: 활동 완료 후 팔로우업 활동 생성
질문: 영업 활동이 완료된 후 활동을 푸쉬하기 위한 팔로우업을 자동화하고 싶어요. 답변: 파이프드라이브의 워크플로우를 통해 활동 완료 후 자동으로 다음 활동이 생성되게 만들 수 있습니다. 활용 예시: * 이메일을 통한 견적 발송 활동 완료 -> 견적서 발송 팔로우업 활동 생성 * 청구서 발송 활동 완료 -> 청구서에 따른 결제 요청 푸쉬 팔로우업 활동 생성 예시로 든 활동 이외에도 모든 활동에 대해 팔로우업 활동을 이어가게끔 자동으로 활동이 설정되게 구현할 수 있습니다. < 활동 완료 후 팔로우업 활동 워크플로우 자동화 예시 > * 워크플로우 흐름 * 활동 상태가 '완료'로…
New: Searching for activities 🔎
What? Activities are now searchable from the global search bar: * Activities are searchable by their title, note, and description. * Permissions: Admins can search for all activities (all users'), regular users can only search for their own activities. * Filtering: Users can click on 'Activities' category in search to see…
Should you change due dates of activities/tasks in a CRM?
Wrote about a burning topic and took an apparently less popular stand: https://sardamit.gumroad.com/l/pipedrive-activities
Multiple users same appointment
Dear Pipedrive users, I'm trying to list my colleague in Pipedrive as a co-owner or as a guest for an appointment with a customer. Now I can only list myself or him as the owner of the activity. It's my client and my deal, but I do want the appointment to be on both of us's calendars from Pipedrive. is there any way to get…
Activities functionality and sharing capabilities limitations??
I was just informed by Pipedrive support that if I create a task in activities I cannot add someone in the organization to it - I can either assign it to them and to them alone or add them under "Add Guests" and to do that I need to create a user as a contact in the system. OK, very odd that multiple people cannot be on…
Can I lock an assigned task to a member so they can't move the completion date?
If a task deadline can be changed how can the effectiveness of a member be measured.
Creating a set of activities all at once for a single DEAL (follow-up cadence)
We follow up on deals at predetermined times - e.g., 1, 3, 5, 7 days. I don't see an option other than adding a single activity at a time. How do others deal with scheduling several follow ups on a deal all at once, with the same sequence? (I'm thinking we'd prefer "attaching" the follow up sequence to a deal over a person…
Can you migrate / import a set of activities to a single DEAL all at once (as in reminders to follow
We often do a certain # of follow ups when someone inquires about our services. Would these migrate / import for whatever dates we have set for the future? If importing via spreadsheet, would I need the Deal ID, and then Activity 1, Activity 2, Activity 3, etc. columns? Thank you.
Add a search bar in activities view
I would like to see Pipedrive add a search bar to the activities section. I can search emails, in the email section. I think the same feature in activities would be efficient. Would anyone else like to have this feature, or have any input?
Why can't we search any keyword in Activity Notes?
I cannot search anything from the notes I have taken in activities. I have taken lots of notes in several meetings but after a while when I make a search for some keyword in several activities, search doesn't find any result? Why is that? Is there any way to enable it? Thank you..
Google calendar and Pipedrive Calendar view
Hi! Any tip or trick for having a nice configuration setup with Google Calendar and Pipedrive calendar view? I would like that Pipedrive allowed us to synched meetings from google calendar as blocks, without having a to-do activity linked to it. Anyone else having this issue? Thanks!!

Activities

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