How to create a custom activity type in Pipedrive
Here is how to create a custom activity type in pipedrive
- First click on your profile picture in the top-right corner of the header
- Next click on "Company settings" in the dropdown menu
- In the Company settings page, click on the "Activities" tab
- Click on the "+ Activity type" button to add a new activity type
- In the modal window, choose an icon to visually represent the activity
- Then enter a name for your custom activity type
- Finally click the "Save" button to save the new activity type
Why should you create a custom activity type in Pipedrive
Pipedrive is a robust CRM tool designed to simplify and streamline your sales processes.
One standout feature of Pipedrive is the ability to create custom activity types, providing businesses with the flexibility to tailor their CRM experience.
Custom activity types allow for more precise tracking and management of specific sales interactions and tasks, offering deeper insights into business activities.
This results in improved productivity and ensures that your sales team can focus on what truly matters—building lasting client relationships.
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