Activities

Feedback on a Hackathon Idea (If it wins, we can build it in PD) 💡❗
Hi, I am Ambar, Product Manager at Pipedrive. We are working on a cool idea for Hackathon in Pipedrive. Our idea is called client portal. Basically, salespeople or account managers can share files, notes, documents or invoices with their client. And clients can create an account in PD and see all the communication. Clients…
Tasks
Tasks
Email to as deal owner rather than limited options?
Any idea on how I can have the email sent to the owner of the deal that is associated with the activity rather than the activity creator?
🧠 Set the Right Kind of Goals - Sales Pipeline Course: Chapter 2 | 📽️ 2 mins
https://www.youtube.com/embed/asjT8AY5WE4In this chapter you'll learn why it's important to set activity-based sales goals and how you do it. Setting activity-based goals helps you deal better with rejection and focus on the deals that are important. It also helps you plan your day and work out what you need to do to close…
New: Goals in Insights! (gradual rollout) 🎯
Why? For the users who already enjoyed the Goals feature in the previous incarnation of Pipedrive's Reports, this needs no explanation -- and you certainly voiced how much you missed them during this transition period, for which we appreciate your patience. 🙏 For the users who already joined us in the Insights era: Goals…
Propose Times function
Hello Community, a quick question. Is the propose times function, where you can set your own availability no longer available? Thx for your help in advance. Oh and by the way im on the advanced plan. Cheers
need to clean out activities in bulk. have multiple new years and veterans day entries
Bulk Editing Next Activity Date
Hey everyone! Really excited to be here. I can feel this platform changing the effectiveness of my sales process already. I am wondering how to Bulk Edit the Next Activity column within the list view of my pipeline. I see how to bulk edit other categories, but for some reason I do not see anywhere to bulk edit an…
Serious Sync issue with Activities
For weeks now, I’ve had issues with Pipedrive activities syncing. The scenario occurs when I add an activity in the web interface, and go to my web app to view my activities for the day in the overview tab. In order for the deal to show up in my activities, I must first navigate to the deal I’m Pipedrive inside the app,…
Community Roundup - Volume 8 🗣️
Hope everyone had a great and safe weekend! As the Holidays approach, we wanted to give you another chance to soak up some learnings from our Sales Community. Check out this week's selection of top posts, and feel free to join in on the discussion! 🔥 Monitor Deal Velocity of Sales Stages 🔥 Creating an Email Automation for…
New Activity view Mode
Hey everyone, what do you guys think about the new Activity View Mode in PD? Is anyone experiencing problems with it?
파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기
질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요. 답변: 다음 네이버 블로그 포스트 참고하세요. 파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 참고자료 * Importing data into Pipedrive with spreadsheets - 네이버 블로그 포스트 원문: 파이프드라이브 서포트 페이지
Inclusão do Filtro tela Calendário de Atividades
Bom dia! Gostaria de sugerir uma melhoria, que certamente nos ajudará, a melhor gerenciar nossa equipe, na tela de Calendário de Atividades, não é permitido visualizar o calendário da equipe. Sugiro incluir o campo Filtro, da mesma forma que há na tela de Atividades. Grato!
Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant
Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant a few things to do each week that happen every week on the same date/time but don't necessarily tie into any particular deal. Thank you!
Activity owners
Hi, i would love to be able to add more company user's to an activity. Sometimes it's useful, if e.g. you schedule a meeting with a client linked to a deal and it's necessary that another user inside my company should take part.
Information
Hi, Is there a way, or will there be a way for creating an activity with all the appointment information in Pipedrive? We do have appointment information in deals and contacts in Pipedrive but I couldn't find it in the activity. At the moment I use Acuity to let my customer schedule an appointment. Is this option already…
Community Roundup: Volume 4 🗣️
The Sales Community has again been filled with awesome conversations between salespeople and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation! 🔎 Lead Source and Tracking 🔎 What App Are You Using for Leading Sales Meetings? 🔎 Lead Entry…
Auto re-assign activities when a deal is re-assigned?
hi there, We have setup a situation that our office managers re-assign incoming deals to our account managers. For every deal we have a set of standard automated tasks that are created. By default new deals and the underlying auto-generated tasks are assigned to the office manager. Question: is there a way to automatically…
Activity notiification
I have a scenario where I would like to notify another user about the activities assigned to him/her preferably via email (but Slack would do as well) and this notification to contain a link directly to that deal/person/organization. Dealbot doesn't seem to provide this functionality, neither do Pipedrive inbuilt…
Filter by all activities as done.
I'd like to be able to setup a filter that will show a deal once all activities have been marked as done. Right now it will show if any activity is marked as done.
Add clickable links to Activities to quickly move to Org, Deal or Person
Suggest PD provide an option to add clickable links to an Activity that would allow the user to quickly jump to the Organization, Deal or Person attached to the Activity. I currently have to Copy, Paste and Search for what I need.
When Activity is assigned to a Lead I lose the contact information of the Activity
If I assign an Activity to a person, and then I want to add also the activity to a Lead, then is removed from the person.
Community October roundup 🙌🏻
Over the last few weeks, the Sales Community was filled with awesome conversations between sales people and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Sales related discussions 💰 * Tips for the best cold calling cadence * Where do…
Toggle to working week in calendar view
Hi all! I hope you are well. I was wondering if there was a way to show only the working week (i.e. mon-fri) in the calendar view? This would give better visibility on different events happening during the week knowing I very very rarely have work activities planned during week-ends. Thanks!
Planned: New Navigation - Contextual View in Activity Lists 📆
Stay focused on your targets, and power through your activities! While working with your activities, bring extra information from Deals, Persons or Organisations, review history and take actions, all without leaving your activity list. On top of that, when done with one activity, go to the next one right away with the…
What app are you using for leading sales meetings?
Hi Pipedrive fellows! I am looking for a solution, how to make my sales meeting in team more effective. I am responsible for a specific market and different products. Let say, that I have a list of countries - to each country, I prepare the actual situation, what were the tasks + propose of next steps. I do it in google…
Zoom Video Conferencing is here! 📽️
You’ve been asking for it, we’ve been working full-steam to bring it to you, and now it’s finally here! And we all know we’ve all been using Zoom more than ever, right? The seamless Zoom integration with Pipedrive makes it easy to schedule calls, invite guests, and log Zoom calls without ever leaving the Pipedrive app.…
How do I add a call date?
How do I add a call date?
12-hour clock instead of 24-hour clock
Is there a way to use a 12-hour clock with AM/PM for calendar events, instead of 24-hour clock?
Does anyone actually want a finished call through Pipedrive to be added to their calendar?
The ability to make calls through pipedrive is great, but it's negated a bit by the fact that for some reason after a call is completed and logged, that it adds an item to your connected calendar. I don't understand the logic of having a completed activity still sent to your calendar. Please consider an option to not have…

Activities

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