Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Activities" icon in the left sidebar
2. You can create an activity by click the "+ Activity" button
3. Or you can click the spot on your calendar where you want to schedule the activity
4. Here you can choose what activity you want to add
5. Next click the "Details..." button in the quick create popup window
6. In the detailed activity form, fill in the required fields including setting the activity type
7. Finally click the "Save" button in the bottom right corner of the activity form to schedule the activity
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Why should you use this feature?
Pipedrive is a robust CRM platform designed to streamline your sales process and enhance team productivity.
Adding an activity in Pipedrive allows you to efficiently track your interactions with clients and prospects. This feature ensures you never miss a follow-up, enhancing customer relations.
As a result, staying organized becomes second nature, leading to improved sales performance and closing rates, all while maintaining a clear view of your pipeline activities.
Last update
December 15, 2025
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