An activity represents any action on your part towards the closing of a sale. It can be a phone call, a lunch meeting, or even a ritualistic fire-walk. Whatever it is, you can schedule it in relation to a Person, Organization, and/or a Deal.
- Activities can be synced with Google Calendar.
- Pipedrive includes a scheduler that will make planning your activities far easier.
- Associating an activity with a Deal will also associate the activity with the deal’s assigned contact Person and/or Organization.
The Pipeline View
Deal/Person/Organization Detail Views
The Activity List
Google Calendar sync
As mentioned earlier, Pipedrive activities can be synced to Google Calendar. Click here to read more.
The scheduler presents you with your entire day’s agenda; this helps you schedule your activities realistically, and prevents any overbooking or conflicts. The scheduler also gives you easy ways to reschedule your current activities.
Use the arrows next to the date to move to the next day’s agenda, or drag and drop your currently selected activity to move its due date to your desired position.