Activities

activity changed due-date
Hi there, is there any chance to get info (or to create a filter) that shows which activities have been postponed? That would be very helpful! Thanks, Peter
It's live: Zoom integration
UPDATE - it's live 🚀 https://support.pipedrive.com/hc/en-us/articles/360008910817-Pipedrive-Integration-Zoom-Meetings-BETA- --- One of our internal teams has started to work on an integration with Zoom. During our mission to deliver this integration app to our Marketplace we hope to deliver to options to: * Schedule a…
Deals are recurring customers our team contacts weekly. Best way to set up or automate?
Hey everyone! We're fairly new to Pipedrive and still in the earlier building stages before we go live. We've been working on set-up and automation, but have been running into a snag. Our customer accounts order from us weekly, and I'm having trouble getting Deals to work in such a way (as they seem intent on "dropping…
Clock / Time / Calander
Please have your team change the time so we can see normal clock / time AM PM. The Military 24 hour clock is super annoying
Hello and I hope everyone is doing well. I would like to know how to best prioritize my activities
Basically I can have 50 pending activities and I want to handle the most important ones first. I think 3 categories would help, least important, neutral, and most important. How could I organize them to know which activities to do? Is there something I can indicate when making the activity that when I then view my…
Unable to retrieve 'not done' activities from API
Hi all, I'm trying to retrieve all activities from my PD, but I'm only getting the 'done' activities in return. I have tried not specifiying the "done" parameter: https://api.pipedrive.com/v1/activities?user_id=0&api_token=XXX&limit=500&tart=100000 I've also tried specifying "done=0":…
Activity Bug?
Anyone else getting this? Caused several issues when I'm calling clients! After marking an activity as done, it copies the contact number onto the next activity! @Mike van der Valk
Is there any way to build a report which includes the Activity DETAIL?
I'm not interested in the total number of activities or the total number of activities. I want to build a report, by organization, which reports out the actual details of those activities. Any help appreciated thanks!
How much do you use the activities in Pipedrive?
How much do you use the activities in Pipedrive?
I would like to see "all" items in the "done" section of the deal log in the sequence they have been
I would like to see "all" items in the "done" section of the deal log in the sequence they have been done and not in the sequence they have been created. Is this also important for you?
Do you use Zoom for video meetings with your customers?
Hello! Arseniy from Product team is here! What annoys you the most when using Pipedrive and Zoom Meetings to schedule and hold meetings with your customers?
Now available in our new navigation: User-experience improvements on the Calendar and Activities!
Go ahead and play around with our improvements on the Calendar and Activity view available on our new navigation What are the improvements? * Quickly access activity information on the calendar * Quickly access linked deal, linked person and linked organization information on the Activity view Why are we doing this? * From…
How can I see the activities sorted out by the occurrence date and time, instead of the record entry
Hi there, this is a question that was asked already 5 months ago, have a look here: https://community.pipedrive.com/question/how-can-i-see-the-activities-sorted-out-by-the-occurrence-date-and-time-instead---5e74ddde08f4375bb56de25a Unfortunately, there has been no answer so far. Could someone pls. have a look? Thank you!
How can I see the activities sorted out by the occurrence date and time, instead of the record entry
How can I see the activities sorted out by the occurrence date and time, instead of the record entry time? It was so in the past and suddenly changed!
Pipedrive Filters are not working properly
I recorded a video to show you that fitlers are not working properly. At least in my account. If I want to display all the activities that I did today I can not see it. https://www.screencast.com/t/BJzeJFkIqLK
Test out user-experience improvements on the Calendar and Activities!
Edit: This is live for all users and new signups now! We invite you to test out improvements on the Calendar and Activity view. Please fill in your account name and registered email address on this form -> https://forms.gle/Qw1kpS67YQx8KuTM8 What are the improvements? * Quickly access activity information on the calendar *…
Pop Up Reminders
Are we able to add pop up reminders on an action? E.g. if pressing 'export to excel' i'd like to remind the team to check something.
Zoom integration: a little tips ;-)
I've found that: if you are creating an activity with Zoom meeting WHILE you are in a Zoom Meeting, Pipedrive returns an error. But don't worry! It's not a bug: probably Zoom API are not available during a meeting. Solution: create the activity when your Zoom meeting is terminated ;-)
Wat is de beste workflow voor de Aftersales om beste rendement te halen uit voormalige klanten?
Ik ben op zoek naar de beste manier om de Aftersales funnel in te richten, om het meeste rendement te halen uit klanten nogmaals te benaderen in verschillende stadia. Nu zitten ze ingedeeld op tijd zoals 6 maanden, 1-2 jaar, 2-3 jaar , 3-5 jaar nadat we zaken gedaan hebben. Is dit het meest logisch om in die stadium…
Several users in my org have been reporting missing activities since yesterday. Previously scheduled
Several users in my org have been reporting missing activities since yesterday. Previously scheduled activities are no longer showing up. Has anyone else seen this happen?
Leads: Integration with Activities
All, Playing with the leads inbox some more: * Scheduling the activity for the lead works well. It might be helpful to be able to set an exact time, in case someone asks to be contacted "Friday at 2pm". * When I schedule follow-up in the Lead Inbox, however, the "identifiers" of the leads are not available in the activity…
Editing Activities > change namimg automatically
Hi, would you consider a good feature that the namimg of the edited activity to be changed automatically? As far as I understand and experienced, when editing certain activity > choosing another one in place > only the icon of the activity is modified > but the namimg remains the same. Here is video screen recording:…
Event invitation / event participation - how to manage
We use to invite people to some webinarsor other type of events. Some of those people partecipate, and some aother not. how we can manage this kind of information? As activities? We would like to have the chance to then target / call those people...
Can Pipedrive pull in emails from O365 and create contacts?
Hi, Our company has a sales inbox at a corporate O365 email account. Prospects email it directly. I am trying to automate the creation of a new person, deal, and activity when we receive emails to that inbox. What is the best way to do this? I am experimenting with forwarding to the universal bcc address but without any…
Daily Report
Hi everyone I hope you can help. I am new to Pipedrive and here is the dilema. Everyday I have to log notes into pipedrive as things happen then also log those notes into an excel doc to give my manager the heads up of what I have done that day at the end of the day. Totally cool with this but Is there a pipe report that I…
When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organi
When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organization field associated with the contact get automatically populated? I currently have to add the Org. manually after I had already added the contact to the activity.
Is it possible to bulk postpone activities?
Hi, In the Activities tab, you can select multiple Activities and assign them all a new Due Date, which will be the same for all. However, is it possible to bulk postpone them? For instance, let's say you have: Activity A - Due Date: 03/04/20 Activity B - Due Date: 17/06/20 Activity C - Due Date: 20/12/20 And you bulk…
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is possible to mark contacts for an activity - for example who you want to invite to an event in order to be able to export an excel file with that information? Also, I wonder if it is possible to see the contacts that I follow…

Activities

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