Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click the "Sales Assistant" icon in the top right corner to open it
2. Next click on the gear icon in the Assistant panel
3. Select "Manage Notifications" from the dropdown options
4. Then locate the "Activity reminders" option in the notification settings and make sure to enable it
5. Next click the "Show alert" dropdown menu to reveal timing options
6. Then choose how long before the activity you'd like to receive the reminder
7. Finally choose whether to receive reminders in your summary email, as a separate email one hour before the activity, or both
8. Changes are saved automatically, so you can exit the settings when done
Create your own interactive guide with Guideflow
Why should you use this feature?
Pipedrive is a sales management tool designed to help teams sell more efficiently.
Automating reminders for upcoming activities in Pipedrive ensures you never miss crucial meetings or follow-ups, saving valuable time.
With this feature, you can streamline task management, allowing sales teams to focus on closing deals rather than tracking dates manually.
This automation enhances productivity, ensuring consistent client interaction, and effectively supports seamless progress in your sales pipeline.
Last update
December 11, 2025
Tutorials
Built to impress
Why leading companies build with Guideflow
More tutorials
