Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Activities" item in the left sidebar
2. Click on "+ Activity" to create a new activity
3. You can also use the feature "Meeting scheduler" by clicking the button here
4. Here you can either choose to see your activities in "List" or "Calendar" form
5. Click on an activity you want to edit
6. Click the "Trash" icon to delete your activity
7. Or you could also click the "Mark as done" to complete the activity
8. Or you could click the "Edit" button to change all the details associated with the activity
9. To move an activity just click and hold the activity
10. Then drag and drop it to your preferred time
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Why should you use this feature?
Pipedrive is a dynamic sales CRM system designed to streamline and optimize sales processes.
Efficiently managing your activities in Pipedrive ensures you stay organized, focused, and efficient. The platform allows you to seamlessly schedule meetings, follow-ups, and reminders, making sure no opportunity slips through the cracks.
Utilizing these features not only enhances productivity but also provides clear visibility into your sales pipeline. This visibility empowers you to prioritize tasks effectively, contributing to better decision-making and improved sales outcomes.
Last update
December 15, 2025
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