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How to disable progress tracking in Sales Assistant in Pipedrive

Here is how to disable progress tracking in sales assistant in pipedrive

  1. First click on the "Light bulb" icon in the top navigation bar to open the Sales Assistant panel
  2. Then click on the "Settings" icon in the Sales Assistant panel
  3. Select "Manage notifications" from the dropdown menu
  4. Then locate the "Tracking progress" option in the Settings panel
  5. Finally, toggle the switch off to disable progress tracking
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Why should you disable progress tracking in Sales Assistant in Pipedrive

Pipedrive is an intuitive CRM tool designed to streamline sales processes and boost productivity.

One useful feature within Pipedrive is the ability to disable progress tracking in the Sales Assistant. By turning off this feature, you can focus more on personalized sales strategies rather than being driven by system-generated metrics.

This flexibility allows sales teams to prioritize tasks more efficiently, ultimately leading to a more customized sales approach that aligns with company goals and client needs.

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