Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First, click on the "Activities" menu in the left sidebar
2. Next locate the activity you want to link
3. To link it to a deal click on "Deal or Lead" field in the activity details form
4. Next choose the relevant deal from the deals dropdown list
5. To link it to a contact, click on "People" field
6. Then select the desired contact from the contact suggestion
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Why should you use this feature?
Pipedrive is a powerful CRM platform designed to streamline your sales processes and enhance productivity.
By linking activities to deals or contacts within Pipedrive, you maintain a clear and organized view of your client interactions, ensuring no task is overlooked.
This feature provides context to each activity, helping you prioritize tasks based on their relevance to specific deals or client relationships.
Ultimately, this enhances communication and boosts efficiency, allowing your team to focus on closing deals and nurturing customer relationships effectively.
Last update
December 15, 2025
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