Скачать или смотреть How to Create and Manage Activities in Pipedrive [2026 Full Guide]

How to Create and Manage Activities in Pipedrive

In this video, we show you exactly how to create and manage activities in Pipedrive to ensure your sales team remains organized and proactive. We examine the core concepts of task scheduling and the implementation of activity types to help you maintain consistent momentum across your entire sales pipeline.

Mastering this specific tool improves workflow, organization, and project quality by providing a centralized system for tracking every interaction with your prospects. We utilize the dashboard to monitor upcoming tasks and navigate the account settings to synchronize your events with external calendars, which is vital for preventing missed opportunities and ensuring timely follow-ups. By establishing a professional standard for activity management, you ensure that every deal has a defined next step and that your sales operations remain transparent and efficient.

Technical Specs: Software: Pipedrive; Feature: Dashboard.

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