Hi,
- 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'
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- 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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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 because we often have potential clients or clients with several potential deals at once - so ideally, the reminder would be to follow up on x DEAL with that person and not have to go through the extra step of figuring out which deal is current)
Thank you.
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.
Looking for a plug-in or extension for chrome that will read the "activities" set for specific times and create a pop-up window alarm with a hot link to the contact....anyone else tried to build or found something like this yet?
