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Activity pop up
Why is the "show activity pop up" company wide only?? I do not want this pop up every time I finish an activity, but others in my company do. I feel this option should be user based.
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Activities bulk edit - Project missing?
Hello, is it possible to bulk assign activities to a project? Because I see only the Deal field in the bulk-edit sidebar, and a project dropdown is missing. I can edit each activity one by one and there is a field Deal/Project where I can add select the project or deal but I'm missing a bulk edit feature.
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Undelete activities?
Pipeline was synchronising everything, including dinner with kids, yoga...you name it. So I deleted all these activities from Pipedrive and its cancelled ALL my meetings. OMG! How do a) Undelete all my appointments (including customer meetings) and get Pipedrive to leave my calendar alone?
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Enhancement request: More activity type icons
Hello, can we please have more Activity type icons to choose from? Thank you in advance :-)
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Automations and activities
Hi everybody, we were asked, a few times, to : 1) create an automation that delete future activities, for example follow up, if related deals get closed. 2) update the duration of an activity, via internal automation, using a custom field present in the related deal (example: days of a reservation) In the first case, we…
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Project Board - Shared
Similar with insights where you can share the dashboard and it updates in real time, be good to have a shared dashboard for projects where you can see when tasks / sub tasks & activities are completed or not...
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Need Workaround - Automation Emails Sent from Creator
Team, I'm using automations to send follow up emails and send out NDAs among other things. For example, for the NDA automation, I created a Separate Activity. When that activity is created, the lead gets an email with our NDA attached - it also updates some custom fields. Because I created this automation, the email comes…
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Is it possible to set a default activity type & default activity name?
Hi Pipedrivers, Whenever I mark a Task as "Done", Pipedrive prompts me to schedule the next one, which is great. However, it leaves it to me to fill in all fields. Here are my questions: * By default, the next activity is a Call. How do I make it a Task by default? * By default, the next activity has no title. How can I…
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Workflow automation: Automatic Reminders
Hello! I've created an workflow automation for a 3 days automatic reminder. Every time we mark an activity as done, it creates a new activity automatically for in 3 days. I've configured 3 days, tried with skip weekends and whatnot. Not successful. I'd like to implement 3 'business days' as the due date of the activity. So…
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Scheduler - Connect Multiple Calendars
It would be great if the Pipedrive scheduler could check availability on multiple calendars and then post the event to one. Just like in Calendly.
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Missing and disappearing activities?
Has anyone else been experiencing activities disappearing from their lists? I've now found two tasks that were on my activity list that are no longer there. These were linked with contacts, organizations, and deals, and these don't show up in any of those places. I get the daily "Activity Reminder" email, and I went back…
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Tasks & Activities
I searched and didn't find an answer so I'm sorry if this has been covered before. I'm just getting started with Projects and see there are both "Tasks" and "Activities" in a Project. I'm familiar with Activities, but I'm getting stumped on Tasks. I can see you can: Create a Task Assign it to someone and Give it a due…
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Activities and/or notifications triggered by Inactive Days
I want to get a notification, or trigger an activity, for People or Organizations for which I haven't had any interaction with for a set number of days. For example, if there's been no communication with a specific customer for 90 days, I'd want to get an alert to act on them. Pipedrive used to have this feature in the…
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Calender View Settings
Hello community and Pipedrive! My suggestion is to add different view options to calender view like in other calenders. Currently we do only have a Monday to Sunday view. Problem with this feature is that you cannot see the title of your activities without clicking it. How about adding a few more choices like Day (shows…
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Automatically creating a "Done" Activity after an email is created & sent
Hi can anyone tell me if there is a way to automatically record an activity as done once you have say created and sent and email. I would like to track how many emails I am writing without having to then go and created the activity and set it to done.
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Searching for activities [BETA closed]
Hey Community 👋 We're excited to let you know that we are soon starting the beta-rollout of having activities searchable. It's been one of the most highly requested updates we've been hearing about search. UPDATE (3rd January 2022): BETA closed. Thank you, everyone, for your interest in the BETA phase! We have closed BETA…
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Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
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[CLOSED] Looking for Beta testers for our new Recurring Activities feature
Hello everyone! We have started to gradually release the new Recurring Activities feature for our customers that are using Google Calendar sync. If you’d like to get this feature turned on already and be one of our early adopters please let us know. What are Recurring Activities? Recurring activities are activities that…
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Hi, can the activities weekly calendar view be changed so that the first day of the week is Monday v
Hi, can the activities weekly calendar view be changed so that the first day of the week is Monday vs. Sunday? Thx
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Please make Admin able to make their activities only seen by other Admin or hidden from other users,
Other users could make comments, notes, additions or suggest date changes, but not delete or edit the activity, notes or content you have within them.
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Automated daily reports (per email)
I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.
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Would You like an activity to be able to attach a file/document?
Would You like an activity to be able to attach a file/document?
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Pre-Filled Activity does not work the right way
Hi all, I created a new activity named "👋🏻 SC:". Now, when I create e new activity for example in a deal, I choose this activity. As you can see in the screenshot, the inpur field is prefilled. I want to start writing AFTER the prefilled text. So after SC: . But when I click into the field, the curser is in the beginning…
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Add default time when adding activities.
Currently activities are created as all day events by default. Would it be possible to set a default start time for specific activity types (such as follow-up calls, cold calls, etc.)?
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Date is off by one day
Dates in new activities are by default coming up to be one day behind today's date in my iteration of Pipedrive. Is anyone else seeing this problem and is there a known fix? Thanks in advance.
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Link multiple companies/organisations to an activity
Sometimes I have a meeting with 2 different companies at the same time. When adding notes to this activity I want to link the activity to multiple companies (like what you do with persons), so that the activity shows up in the timeline of the company (and not allone the timeline of the person). Currently you can only link…
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Addition with individual activities types in a formula field
Hi, Im looking to count how many certain activities (custom activity) have been carried out along with duration so i can subtract it from a total hours figure to work out how many hours are left for a client/deal. Does anyone know if this is possible and how you would implement it into pipedrive. Any guidance would be…
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Duplicate activities (ideally with a shift / option + drag n drop)
I am doing some time blocking with a "blocked time" activities (for personal stuff mostly), where I am set busy and the task is done. I wish to be able to quickly duplicate tasks from the calendar view (ideally with a shift / option + drag n drop).
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Improving Calendar Sync & Activities
There really needs to be a way to exclude/hide internal meetings from the activities/calendar sync. Also to merge activities that multiple users are attending. For example, if a member of our Customer Success team & a member of our Sales team join the same meeting, it currently creates two different activities; I would…
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Automation that deletes scheduled activities when a deal is marked "lost"
Is there a way to automatically delete all activities (e.g. follow-up call on sent quote) tied to a deal after it has been marked "lost"?