Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Activities" icon in the left sidebar menu
2. Then click on a scheduled event in the calendar view
3. In the call details popup, you can mark the activity as done
4. Or you could also delete the activity
5. Click here on the "Edit" button in the call details popup
6. Edit your activity to suit your preferences
7. Finally click the "Save" button once done editing
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Why should you use this feature?
Pipedrive is a dynamic CRM tool designed to elevate sales productivity and streamline workflow management.
One of its standout capabilities is the ability to seamlessly edit activities. This feature allows users to tailor events or tasks, ensuring that they remain relevant and timely. With just a few clicks, updating details becomes an effortless process, fostering adaptability in your workflow.
Utilizing this feature means you can swiftly adjust plans, stay organized, and maintain clear communication with your team. The result? A more agile and efficient sales process, aligning perfectly with evolving objectives.
Last update
December 15, 2025
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