Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Activities" in the right side bar
2. Then click on the "Meeting scheduler" dropdown in the top menu bar
3. Then click on "Manage availability" button in the dropdown menu
4. Next click on the "Add availability" button in the General availability dialog
5. In the Define availability form, configure your desired settings
6. Click "Continue to meeting details" button to proceed
7. Fill in the meeting details form your desired information
8. Then click on the "Continue" button in the bottom
9. Finally click the "Done" button in the Share and embed dialog
Create your own interactive guide with Guideflow
Why should you use this feature?
Pipedrive is an intuitive CRM that helps businesses streamline their sales processes efficiently.
Adding availability in Pipedrive is a powerful feature that allows sales teams to manage their schedules with precision. This tool aligns team calendars effectively, ensuring clients can book appointments without any hassle. It's designed to minimize scheduling conflicts and optimize team productivity.
By having clearer insights into availability, businesses can enhance customer satisfaction and ensure smoother scheduling workflows, ultimately driving better sales outcomes.
Last update
December 15, 2025
Tutorials
Built to impress
Why leading companies build with Guideflow
More tutorials
