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Task management
Task management
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Events are not activities: getting rid of the need to tick calendar events in Pipedrive

Hi there,

Signed up today due to a sales programm where the advisor told me to do so.

I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM.

One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano, sport, etc. Tasks have to be done but not necessarily at the time I planned them.
But since I activated calendar sync in Pipedrive, all my calendar events are now tasks in Pipedrive. This means I need to check all of them in order for Pipedrive not to tell me I've got things to do. What a waste of time and energy!! What's the point?

I'm so amazed, I wouldn't think I'm the first to suffer from this behaviour.

Now I'm going to deactivate calendar sync but then I will probably lose something else I don't realize yet.

Okresowe zadania po sprzedaży

Cześć, 
Sprzedaje usługi w formie umów o stałej współpracy. Końcem procesu sprzedaży jest dla mnie pierwsza faktura. 

Jak radzicie sobie z pilnowaniem działań okresowych, np fakturowanie, raporty itp, dla zakończonych sprzedaży? 

Pozdrawiam,
Marceli
 

Task Priorisation?

Hello,

is there any way to prioritize tasks?

It is of great importance to prioritize the various activities and get the "big chunks" done first. A list with several dozen tasks quickly becomes confusing and makes effective work unnecessarily difficult.

How about a label field like we already have in other areas of Pipedrive?

One could then sort and filter the tasks by these labels, and work effectively.

Best regards,

Walter

New user - CRM + task management + notes

Hi everyone, 

I am new to a company that is a client of pipedrive, but haven't really used it yet (that's my job). I am trying to figure out a few things. Any advice and guidance would be appreciated! 

  1. Pipedrive as a CRM: our deals (our own projects or partnerships with counter-parties) broadly follow: inbound lead -> dead or some amount of follow-up -> lots more follow-up -> 'won', but then live in perpetuity as something we would want to monitor and update for years following, including potential further actionable tasks relating to the 'won' deal as well as regular notes tagged to the deal.
  2. Task management: expanding here, we have many inbounds that need some amount of task management (simple tasks for reminders for follow-up calls, emails, or actionable tasks).
    1. Ex. Inbound new project (internal or external) requires me to do some analysis, reach out to a lawyer, speak to some folks internally, etc. 

The two other systems we use exclusively are G suite and Slack.

Currently, I am trying to keep track of all of my tasks in a Google Keep note, but this is amateur level and messy and not the best for collaborative task tracking.

Would love to hear what solutions others have come up with in similar situations.

Thanks!

Mike