In this video on the PipeDrive CRM, we will talk about activities & calendar sync, one of the most important modules of the PipeDrive CRM.
Activities will allow you to position yourself on tasks to be done on current deals you have.
It will allow you to track all actions you need to take to win a deal.
Before starting to create activities, I explain how they work and visibility on the Deals page.
Especially the fact that there are several types of activities possible.
How to create new activities based on a type of activity you already have in Pideprive.
Also, how you can visualise your external calendar while creating the activity so you never double book a meeting.
Linking activities to Deals and/or Contacts straight from your bookings page, either when creating a new activity or updating one.
Here we explore different possibilities on how we want to display activities scheduled in Pipedrive.
The possibility of filtering by types of activities and a super handy feature:
the “Open details in full view”,
It’s where you can visualise all types of information in one place, it can be Deals, Contacts, Organisations.
It is a handy button enabling you to work from a single page in Pipedrive.
How to create a new “Type of Activity”
What are the types of activities in Pipedrive? And how do we create/modify existing types of activities?
I will show you how to create a type of activity that you can use to control all actions you do in your google/outlook calendar and filter by this type of activity only.
How to synchronise your external calendar
What about having every single activity available in Pipedrive? Well, if you synchronise your external calendar with Pipedrive, you are then able to have a full view of your calendar in one place only.
I will show you how to sync and control what you want to export from Pipedrive over to your Google/Outlook calendar so you don’t pollute your external calendar with unnecessary information.
And in the following video, we will see how we can propose times to our clients/leads!
Check out our PipeDrive [EN] channel for mor tutorials
That’s it for now, and see you soon !!!
If you are not yet a Pipedrive user, you can use this link for a free trial.