Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Light bulb" icon in the top toolbar to open Sales Assistant
2. Then click on the "Settings" icon in the Sales Assistant panel
3. Next click on "Manage notifications" option in the dropdown menu
4. Then click on "Activity reminders" section in the notification settings to expand it
5. Now you can enable "Show alert" and choose how long before the activity you'd like to be notified (e.g. 1 hour)
6. To receive reminders in your daily summary, check the "Include in summary email" checkbox if needed
7. Finally you can enable or disable the "Send a separate email 1 hour before the activity starts" option as needed
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Why should you use this feature?
Pipedrive is a robust customer relationship management (CRM) platform designed to streamline and enhance your sales processes.
Customizing activity reminder settings in Sales Assistant allows users to tailor notification preferences according to their needs and priorities.
This feature ensures that you stay on top of important tasks without feeling overwhelmed, leading to increased productivity and efficient time management.
By setting up reminders that align with your workflow, you can focus on closing deals and nurturing client relationships with ease.
Last update
December 8, 2025
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