Is there a way to set the default for all Activities to 15 minutes, so that when I select a start time, PD automatically sets the end time to 15 minutes later so that I don't have to select a start and end time each time. Thanks!
It would be nice if the History section had a filter so that we could filter and show specific types of activities. Or, it would be nice if we could add our own tab, like Calls next to Note and Email.
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
This might new be a new request but if so it seems pretty logical. Currently there is not a way to delete activities within the deal card itself, only through the activities tab. It would be helpful for reschedule or cancelled meetings to be able to delete the activity from within the deal.
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
Today it is essential for companies to improve communication management processes towards customers and suppliers as much as possible in order to be more competitive. How many times does it happen to send an email to a customer or lead and not receive a response? If we multiply this process (especially in the case of…
…so you have a quick one-click way to edit dates on activities.. see suggestion attached. There could also be a delete button?
When creating an activity that is associated to a contact and an organization, if we choose to add an activity location, seems very strange that the location needs to be retyped manually. Pipedrive should by default have the organization's address already entered (with possibility to override if needed). Even better would…
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
Hi Pipedrive Team, I’d love a feature that allows users to push all activities forward by a single day in bulk. For example, if I take a day off and have 60 follow-ups scheduled, I’d like to shift those to the next day and cascade the rest of the week’s activities accordingly. This would make managing tasks after a day off…
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