Learn to set up and personalize Pipedrive's Activity Types for efficient task management and improved workflow
Accessing Activity Types
Log in to your Pipedrive account
Navigate to "Company Settings"
Managing Activity Types
Find and click on the "Activity Types" option. This is where you can manage, create, and customize your activity types.
Viewing Default Activity Types
Pipedrive comes with default activity types like "Call," "Meeting," and "Task." You can see these default activity types in this section.
Adding a New Activity Type
Click on the "Add a new activity type" button. A dialog box will appear where you can set up your new activity type.
Customizing Activity Type Details
Enter a name for your new activity type (e.g., "Demo").
Choose an icon to represent the activity type visually
Editing and Deactivating Activity Types
To edit an existing activity type, click “Edit”
Make changes to the activity type name, icon and other details
If a particular activity is no longer relevant, you have the option to deactivate it. You can also choose to activate the activities listed under the "deactivated" column
Reordering Activity Types
Hover over an activity type you want to reorder
Click and drag the activity type to move it up or down in the list
Using Customized Activity Types
When adding a task, call, or meeting to a deal or contact, you can now choose your customized activity type. The selected icon will help you easily identify the type of interaction.
Enhancing Workflow Efficiency
By customizing activity types, you can align Pipedrive with your unique workflow
Easily differentiate between different types of interactions at a glance
Tailoring your Pipedrive Activity Types empowers your team, enhancing organization and boosting productivity. Get started today