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How to Schedule and Manage Sales Calls and Meetings in Pipedrive
CRM
Efficiently schedule and manage sales calls and meetings in Pipedrive to streamline communication and maximize sales opportunities.
1
Accessing the Scheduler
Go to your email composer if you're starting from scratch or access the scheduler within the detail views of your contacts or deals.
2
Propose Times
Select the option to propose times.
3
Choose an Option
Option 1: Pick specific time slots of availability (one-time event)
Option 2: Set a general availability (like work hours)
1
Pick specific time slots of availability (one-time event)
2
Set a general availability (like work hours)
4
Customize Your General Availability
1
Set the duration of each meeting (e.g., 30 minutes)
2
Set a specific date range for your availability
3
Define your free days and available hours by dragging through the time
4
Leave gaps for breaks (e.g., lunch break)
5
Copy the same schedule to other days or set different hours for each day
5
Buffer Times and Booking Controls
1
Set buffer times between scheduled events
2
Control when in the hour the invitee can book you (e.g., on the hour or half-hour)
3
Select the notice required for each booking (e.g., at least two hours in advance)
4
Choose how far into the future someone can book your time
6
Set Meeting Details
1
Provide a meeting title
2
Add a location (e.g., video call URL)
3
Include a meeting description
4
Change the company name shown to the invitee (optional)
7
Customize Customer Fields
1
Set fields for customers to fill out before the call (name and email are mandatory)
2
Add additional questions and make them mandatory or optional
8
Define Activity Type and Add Personal Note
1
Select the activity type for the booking
2
Add a personal note for yourself (optional)
9
Share Your Availability
1
Copy the link and share directly
2
Embed the links to your schedules in your email communications
10
Customer Experience
1
Customers click your link and fill out the details on the public booking page
2
You receive an email notification with event details and a hyperlink to the activity in Pipedrive
3
Pipedrive creates a new contact if needed, and the notes of the event are included
4
Your scheduler gets automatically updated after a customer makes a booking.
Mastering scheduling and management in Pipedrive empowers your sales journey. Elevate your communication and close deals seamlessly.
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