The option exists to schedule a follow-up activity after a call. It would be nice if there was the ability to schedule a follow-up activity after sending an email .
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- Click Follow to always stay posted ↗️
- Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic! 🔍
- Follow our Learning topic for a one-stop-shop of curated knowledge about sales, marketing, CRM, Pipedrive and everything around them.
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I captured my thoughts on the new feature (not public yet): https://www.amitsarda.biz/post/disabling-new-activity-popup-in-pipedrive
Appreciate feedback from the community.
Hi, inserting image from clipboard into activity reminder looks like is working, but after saving the activity, it disapper.
It should save it, or not even allow to insert. (I vote for save. :-)
Hello!
I've created an workflow automation for a 3 days automatic reminder. Every time we mark an activity as done, it creates a new activity automatically for in 3 days.
I've configured 3 days, tried with skip weekends and whatnot. Not successful.
I'd like to implement 3 'business days' as the due date of the activity. So for example, on Thursday I mark it as done, theoretically - Sunday it is due. This is pushed to Monday because of the skip weekends feature. This means there was 1 workday (Friday) in between. When we mark it as done on Friday,... (More)
