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Remove default to assign task to self when creating activity
Is there a way to have an activity not be automatically assigned to me? When I create an activity it usually needs to be assigned to another team member, but the default is my name and working through so many activities I am accidentally not reassigning the task to others.
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AIRCALL x GOOGLE CALENDAR - Sync
Hi, i use the unidirectional sync beetween pipedrive and google calendar. When i use also Aircall, i have all the calls in my different deals. (that's ok). But i don't want them synchronise into my google calendar. My co workers also have to call a lot in a day and i don't want to have in their calendar all the call they…
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파이프드라이브 가이드: Zoom 연동하기
파이프드라이브는 Zoom / Google Meet과 같은 영상 미팅 솔루션을 연동해서 사용하실 수 있습니다. 영상 미팅 솔루션 연동을 통해 파이프드라이브에서 쉽게 영상미팅을 예약하고 인바이트를 보내 고객과 미팅을 진행할 수 있습니다. 참고사항: * 캘린더 연동과 같이 사용할 경우 더 강력하게 사용하실 수 있습니다. * Google Meet / MS Teams 도 동일한 방법으로 연동하실 수 있습니다. 연동 방법 * 활동 생성 팝업에서 '영상 통화' 를 클릭합니다. * 설치할 영상 통화 솔루션을 클릭합니다. (본 예시에서는 Zoom을 예시로 진행합니다) * 'Install…
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The lead tab and function in activities needs a lot of work A lot
First I want to explain what I see from leads. I think it is a great idea to have separate leads from your active pipeline, we were waiting for months for the integration of caller in leads and finally, we have it and it works fine. However, the LEADS function is still far away from the Pipedrive standard. My leads…
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Product Feature Request
Is there a way to set a group activity for a long list of clients? E.g much like sending a group email you can set a group activity rather than individually.
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Total Completed Activities Duration per Deal
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
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Filter for Contacts not having a certain Activity
We often want to find contacts that do not have a certain activity, e.g., people that we've send event registration details, but not the event followup. Currently, this is not possible, due to two limitations: * I cannot search for the absence of an activity, so for "contacts with no activity of type follow-up". I can only…
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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…
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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…
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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?
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Daily Booking Limits
Hello, I'd like to suggest enabling appt limits to the schedule. I've used a couple of other booking systems that offer this, Acuity as well as a white label version of HighLevel. Essentially once we have a certain number of a specific activity on a given day, the schedule no longer lists that day with availability to…
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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
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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
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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?
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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 ?
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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…
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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.
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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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Pipedrive x Mustalinja integraatio on nyt valmis
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…
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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…
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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
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Curious, how is everyone using reoccurring activities?
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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…
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I would like a larger selection of Activity ICONS
The current choice of icons is limited. I'm having to use the same icon twice or opt for an icon which has little relevance to the activity.
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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…
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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…
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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…
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Post pictures with activities
It would be great to be able to add pictures whenever an activity is completed. This way other members/supervisors can see what the activity looked like and what was going on (eg. events, social media mentions) It also helps handovers between co-workers. This would especially be helpful if it could be done with smartphone…
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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
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Workflow Automation: Activity Dates
Hi, * The Ability to use dates from the deal like "Expected Closing Date" in the Activity.* Use Case: Reminder 2 weeks prior Expected Closing Date to update the date or leave it if still relevant. * Relative Dates like in '2' Weeks on 'Monday'