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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…
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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.
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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…
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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.
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Email Activity - Duplication Frustrations
For 3 years I've been using this software and I'm super frustrated that despite using the bcc when sending emails I then need to create that email as an activity then clear the activity so that it registers when I want to track the activity. This is very painful as I'm carrying out 2 actions for each activity. I was told…
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Add a serch 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?
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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..
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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!!
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Do you ever have recurring activities and if so would you like to see Pipedrive develop a feature to
Do you ever have recurring activities and if so would you like to see Pipedrive develop a feature to support this?
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Activity reports now available in Insights
It is now possible to create reports and dashboards about your Activities! In addition to standard questions like How many activities were added or completed, Insights will also answer questions like: * What is planned for this week? - viewing results by Due Date * What is done/scheduled on a daily basis? * How…
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Feedback and Suggestions
Allow for bulk edit "Next Activity Date" within "Leads"
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New: Leads in Activities List & Contextual views 🔎
What? Leads can be accessed via the Activities list and contextual views. For whom? All users and plans. When? Gradual rollout starting this week.
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I just created an AVAILABILITY, but when I preview it, It says "Sorry, there are no time slots avail
Am I missing something?
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When using the Propose Time, I've seen the available hours does not take into account my current eve
When using the Propose Time, I've seen the available hours does not take into account my current events in the calendar. So for example, if I book a demo with a client through a phone call at 10am Friday directly on my calendar, clients can still book with me at that time trough the Propose Time link. It would be nice if…
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Does anyone have loading time problems when a deal has more than 50 activities?
Does anyone have loading time problems when a deal has more than 50 activities?
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Help with finding an activity amongst many...
Hi there, I'm wondering if anyone has a rock-solid way of finding a specific Pipedrive activity from a Zap or if there might be a bug stopping me from doing it? The problem: there are activities being created across multiple deals which usually all share the same subject but I need to be able to pinpoint and find just one…
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Wanted to convert TalkDesk missed calls that show up in our activities to leads so that we make sure
Wanted to convert TalkDesk missed calls that show up in our activities to leads so that we make sure that every call becomes a lead. We developed the automation between TalkDesk and Pipedrive so missed calls are converted to activities but we wanted to go to the next step and automate this procedure of creating leads out…
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Insights/Dashboard - duration only measured in hours
I'm working through creating some custom reports, and I can only ever get duration in hours. More specifically, I am tracking the duration of different activities -- and I need the duration measured in days.
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Reaction time(in hours) for first activity marked as done
Wanted to track reaction time for first activity marked as done of new deal by hours, any suggestions how to do it?
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Add custom Activity "done" reasons
It would be extremely valuable if we could have custom Activity "done" reasons, just like we can add and customize Deal "lost" reasons. There is a ton of valuable insight we can gather by understanding why an activity was marked as "done". For example, was a scheduled meeting cancelled, a no-show or successful? Getting a…
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How to see subject of next activity in Lead view
Hi, It would be very helpful for my team to see what the nature of the next activity is, from within the lead view columns. Much like the activity view, you can see the subject, but in the lead view it just shows 'call' or 'email' and not the subject. Is there anyway to do this, or for it to be included in the future? I…
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Help with finding an activity amongst many...
Hi there, I'm wondering if anyone has a rock-solid way of finding a specific Pipedrive activity from a Zap or if there might be a bug stopping me from doing it? The problem: there are activities being created across multiple deals which usually all share the same subject but I need to be able to pinpoint and find just one…
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Multiple workflow templates into 1 custom workflow.
Can we use 1 trigger & make automation something like.... Every time an activity(A) is marked as done, create a new activity(B), once that activity(B) is marked as done, create a new activity(C), once the previous activity(C) is marked as done, create another activity(D). I would like to create an automation something like…
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Activity by colour??
Is it possible to put tasks as different colours in the pipedrive activity calendar view - I am using it to assign resources to projects at the moment and I would like the ability to put a line in that is red for example when one of the resources is on holiday - they are all being added as blue and only differentiator is…
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Turn off auto-created activity when marking previous one "done"?
Hi - I'm setting up a bunch of automations to create specific new activities once a user completes an activity. (example - once you send a LinkedIn invitation, the next step of sending an InMail 2 days later is auto created, general stuff like that). The problem is that PD automatically pops up a new blank activity as soon…
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is there a possibility to automate a standard email 2 days before the deadline of an activity?
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Meeting Location should default to either the recipient or sender's physical address if available
We spend the time to add company addresses but when it comes to sending a meeting request to someone from a company that has got the address field completed, wouldn't it make sense if the default address field was the one that we spent time adding to the Organisation? There could also be a second pre-populated option to…
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New: Google Meet integration in Activities and Scheduler
Update 21/07/2021: Out now for all accounts and users 🎉 Why? To allow scheduling calls using Google Meet seamlessly from inside Pipedrive. Just like you can already do with Microsoft Teams and Zoom. What am I be able to do? Set up and use Google Meet as a video-call integration in Pipedrive. Learn all about this feature…
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Organization/Contact Insights
Hi... I'm needing to run reports on Organizations and contacts added but there doesn't seem to be any way on insights. Looking at previous requests here its mentioned that it is being developed. Can you please give an update as this is critical as we grow as a business and we need to track activity.