How to Create Activity Types for Tailored Sales Processes
Discover how to enhance sales in Pipedrive by crafting personalized activity types. Elevate efficiency and focus for tailored, effective sales journeys.
1
Navigate to the Activities tab
1
Sign in to your Pipedrive account
2
Click on the "Activities" tab
After logging in, you will be taken to your Pipedrive dashboard. Click on the "Activities" tab in the top navigation bar.
2
Access the company settings
Click on your profile icon in the top right corner of the page, and then select "Company settings" from the dropdown menu.
3
Go to the Activities settings
In the company settings, click on "Activities" under the "Company" section.
4
Customize activity types
1
Add activity type
Add a new activity type by clicking the "Add activity type" button, entering a name for the new activity, and choosing an icon. Click "Save" to add the new activity type.
2
Edit an existing activity type
Edit an existing activity type by clicking the "Edit" button next to it, changing the name or icon, and then clicking "Save."
3
Deactivate an activity type
Deactivate an activity type by clicking the "Deactivate" button next to it. Deactivated activity types will be moved to the "Deactivated" section.
4
Reactivate a deactivated activity type
Reactivate a deactivated activity type by clicking the "Activate" button next to it in the "Deactivated" section.
5
Rearrange activity types by clicking and dragging them to the desired order in the list.
5
Verify the changes in the Activities tab
Return to the Activities tab and refresh the page to see the updated activity types when adding a new activity.
Elevate your sales game with custom activity types in Pipedrive. Tailor processes, boost efficiency, and achieve sales excellence. Try it today!
