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New: turn off Activity pop-ups for Workflow Automations 🙅

Why?

Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. 
 

How does it work?

Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity.

 

For whom?

Advanced, Professional, and Enterprise plans with active Workflow Automations. 

Only Admin users can perform this action. All users' Workflow Automations will be affected.

 

Learn more: 

How can I disable the follow-up activity pop-up?

 

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🧠 Empty the Pipeline to Keep It Flowing - Sales Pipeline Course: Chapter 8 | 📽️ 2 mins

https://www.youtube.com/embed/1MkUDwu9j3A

A clean pipeline is a healthy pipeline. 

If your pipeline is full of cold leads and non-responsive contacts, it might be time to flush it out. Identify leads that aren't going to close and leads that aren't ready but are worth following up with at a later date. Download our Sales Pipeline Course ebook too!

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Task/delivery/project management in Pipedrive.. need help?

"Edit: We've found enough people to interview, thank you all"

 

We are researching how we could help our customers better with managing their tasks/projects within Pipedrive. 🚀

Do you think we can do better in this regard and do you have 20-30 minutes to talk, then please book some time with me for next week via this link.

To follow our progress further join our closed community channel as well.

Talk soon 🙏 .

 

באיזה מערכת לשליחת מועדים אפשריים לפגישה אתם משתמשים?

שלום לכולם,

שאלה קטנה, האם אתם משתמשים במערכת שליחת המועדים אפשריים לפגישה של Pipedrive? במידה ואתם משתמשים במערכת אחרת אשמח לדעת באיזה ולמה.

אני משתמש כרגע במערכת של פייפדרייב אבל האינטרקציה עם המערכת מאוד נמוכה ובסופו של דבר הלידים קובעים איתו בצורה הרגילה של בדיקה של מועד נוח במייל חוזר או טלפון.
יכול להיות שזה בגלל שאני עובד מול אנשים פחות טכנולוגיים ולכן יש פחות מענה והייתי שמח לשמוע פידבק של שאר המשתמשים.

תודה רבה מראש לכל העונים.

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