How to Use Pipedrive's Activity Calendar to Organize Your Sales Tasks
Efficiently manage sales tasks with Pipedrive's Activity Calendar. Seamlessly schedule, track, and prioritize activities to boost sales productivity.
1
Adding Activities to Deals
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You can add activities such as meetings, phone calls, or custom activity types to your deals in Pipedrive.
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Assign specific dates, times, and notes to these activities and link them to deals, contact persons, and organizations.
2
Checking Your Activities List
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Pipedrive will notify you about the activities you need to complete today or those that are overdue.
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Click on the notification to view your activities list
Click on the notification to view your activities list, where you can edit the data and filter activities based on various criteria.
3
Viewing Your Weekly Calendar
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Pipedrive also offers a full-week calendar view, allowing you to see your upcoming activities for the day or week
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You can add activities directly from the calendar view and easily drag and drop activities to adjust their timing
4
Marking Activities as Done
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Mark an activity as done in the activity list view, pipeline view, contact or deal detail views, or your Pipedrive inbox
Once you complete an activity, mark it as done in the activity list view, pipeline view, contact or deal detail views, or your Pipedrive inbox.
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Pipedrive will then prompt you to schedule your next activity to ensure no sale is neglected
5
Syncing Your Calendar with Pipedrive
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You can sync your personal calendar with Pipedrive to stay organized
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Pipedrive supports syncing with Google, Outlook, Microsoft Exchange, and 365 calendars
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Choose between a one-way sync or a two-way sync
Choose between a one-way sync (Pipedrive activities to your calendar) or a two-way sync (calendar events to Pipedrive as activities).
6
Customizing Activity Types
1
Customize your activity types in Pipedrive
You can customize your activity types in Pipedrive by going to the settings and adding new types or disabling default ones.
2
Configure activity reminder emails
You can also configure activity reminder emails to receive summaries of your activity to-do lists based on your preferences.
7
Using Pipedrive's Mobile App
When using the Pipedrive mobile app, your to-do list is the first thing you see when you open the app, making it easy to stay on top of your sales activities on the go.
8
Scheduling Activities with Customers
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Use Pipedrive to invite customers to book a suitable time for both parties, avoiding the back-and-forth exchanges
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Pipedrive will automatically omit time slots taken up by your scheduled activities to prevent double bookings
Mastering Pipedrive's Activity Calendar elevates your sales game. Stay organized, close deals faster. Try it to simplify your journey to sales success!
