Wrote about a burning topic and took an apparently less popular stand:
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- 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'
Marking an event private in outlook does not sync to pipedrive and remains public to the organization. This seems like a bit of an oversight. Is anything being done about this?
Dear Pipedrive users,
I'm trying to list my colleague in Pipedrive as a co-owner or as a guest for an appointment with a customer. Now I can only list myself or him as the owner of the activity. It's my client and my deal, but I do want the appointment to be on both of us's calendars from Pipedrive. is there any way to get this into the system properly without system contamination?