Skip to main content

Task management
Task management
0 followers
3 questions
29 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customise your notification preferences, follow topics and join channels in the Sales Community.

Automatic saving of activities

Have anyone else lost their nerves, when you have edited the tasks/activity, e.g. made notes in customer meeting and changed window from one to another and the editing window has closed without saving and you have lost all the changes done?

Well I have and quite many times. It is also quite annoying that you can't save the activity without closing the editing window.

So please do fix this and put the auto saving of the activity on top of the backlog.

PipeDrive -> Taliscape Integration

Does anyone understand how this integration works?  I've just enabled Taliscape in our Pipedrive account, and was expecting to see the deals in my pipeline appearing on the Taliscape side, but no joy.  It appears as if I need to enter all the Project data into Taliscape by hand, which makes the integration relatively useless IMPO.  I imagine either something is not setup correctly, or I need to run some process or wait until it runs??

Any guidance or suggestions are greatly appreciated! 

No-shows

Olá!

Em minha empresa enfrentamos um problema com no-show de agendamentos para demonstrações agendadas com os prospects. Atualmente no Pipedrive não há nenhuma opção para marcar uma atividade como "no-show". Ou seja, a atividade deve ser editada ou então, concluída. Gostaria de opiniões de como proceder com o registro dessas atividades que não acontecem pelo não comparecimento do prospect. Toda sugestão é bem vinda!

Obrigado.

Test the new email feature prototype 📩 (deadline: April 12th)

Hello everyone,

We are working on a new feature for email and we would be happy to get your feedback on the first prototype to test the usability. The information will be used for the research purpose only.

You will be asked to complete some small tasks on the prototype, and there will be some questions regarding the overall experience. What we need: