<div style="text-align: justify" class="support-note success primary">Note: All of the details available in the <a href="https://support.pipedrive.com/article/detail-view" target="_blank" rel="noreferrer noopener">detail view</a> are available in the contextual view.</div>
Pipedrive‘s contextual view let‘s you see the details of a lead or activity without having to open a separate window, making it easier to move between tasks and see your data. 
<hr>
<h2 style="text-align: justify">Activity contextual view<a name="activity-contextual-view"></a></h2>
Click on any activity in your <a href="https://support.pipedrive.com/article/list-view" target="_blank" rel="noreferrer noopener">list view</a> to open the contextual view. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/context%201.jpg" alt=""></figure>
You can edit the activity's details, and view any linked deals, people or organizations by clicking on the tabs. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/context%202.jpg" alt=""></figure>
If there's no linked item to view, you can either select an existing item or create a new one to link.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/context%209.jpg" alt=""></figure>
You can also use the arrows on the left side of the contextual window to scroll through your activities, or click the “X” to close the window.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/context%203.jpg" alt=""></figure>
<div class="support-note success primary">Note: You can use keyboard shortcuts in the contextual view. Click “K” or “J” to move up and down the list, or “Esc” to close the window.</div>
Opening the detail view 
While in the activity contextual view, hover over any tabs and click the arrow to open the detail view.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/context%207.jpg" alt=""></figure>
Toggling contextual view off 
<div class="support-note success primary">Note: When the icon is blue, the setting is turned on. When the icon is grey, the setting is turned off.</div>
If you don't want to see the contextual view when you open activities, click the setting in the top right corner. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/context%208.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="lead-contextual-view"></a>Lead contextual view</h2>
Leads in Pipedrive also have a contextual view that you can open by clicking on one in your <a href="https://support.pipedrive.com/article/leads-inbox" target="_blank" rel="noreferrer noopener">Leads inbox. </a>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/context%204.jpg" alt=""></figure>
You can create notes, activities and emails by clicking on the respective tab at the top of the window. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/context%206.jpg" alt=""></figure>
<div class="support-note success primary">Note: For more information about your Leads inbox and the data you can add to your leads, check out <a href="https://support.pipedrive.com/article/leads-inbox" target="_blank" rel="noreferrer noopener">this article. </a></div>

Contextual view

activity-contextual-view

Activity contextual view

lead-contextual-view

Lead contextual view

<div style="text-align: justify" class="support-note success primary">Note: Use the <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" rel="noreferrer noopener">calendar sync feature</a> to sync activities from your calendar provider and the <a href="https://support.pipedrive.com/hc/en/articles/115004426725-Scheduler" target="_blank" rel="noreferrer noopener">Scheduler feature</a> to set up availabilities and book activities with clients.</div>
Activities in Pipedrive represent any scheduled action on your part towards the closing of a deal: a phone call, lunch meeting, email – whatever it is, you can schedule it for your people contacts, organizations, leads, deals or projects so you always know what’s coming next. 
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/kPaRi4tCPdLXnDqKYf1t6s.jpg" alt=""></figure>
<hr>
<h2>Where to find it<a name="where-to-find-it"></a></h2>
You can find your activities by clicking the icon on the left-side navigation menu: 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activities%201.jpg" alt=""></figure>
<div class="support-note primary">
Note: Any other user, admin or regular, needs <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">visibility</a> of all an activity’s linked items to see the activity. </div>
<hr>
<a name="C1IamCs"></a>
<h2 style="text-align: justify">Adding activities<a name="adding-activities"></a></h2>
<div class="support-note success primary">Note: You can set up an activity as a call, meeting, task, deadline, email, or lunch type by default, but you can also create <a href="https://support.pipedrive.com/hc/en/articles/115001123565-How-can-I-create-custom-activity-types-" target="_blank" rel="noreferrer noopener">custom activity types</a> for activities specific to your company’s needs.</div>
There are several places in Pipedrive where activities can be created. 
<ul>
<li>In the <a href="https://support.pipedrive.com/hc/en/articles/360000106229-Pipeline-View" target="_blank" rel="noreferrer noopener">pipeline view</a> of the deals tab: Click on a deal’s activity icon in the pipeline view of the deals tab.<img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-28%20at%206.50.25%20AM.png" width="769" height="388" alt=""> 
</li>
<li>In the <a href="https://support.pipedrive.com/hc/en/articles/360000106249-Detail-View" target="_blank" rel="noreferrer noopener">detail view </a>of any deal, project, person or organization: Click on the activity tab to link an activity directly to that item.<img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-28%20at%206.52.41%20AM.png" width="762" height="502" alt=""> 
</li>
<li>In the lead view within the <a href="https://support.pipedrive.com/article/leads-inbox" target="_blank" rel="noreferrer noopener">Leads Inbox</a>: Select a lead from your Leads Inbox and click on the “Activity” tab at the top to create and link an activity to the lead. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-28%20at%206.56.04%20AM.png" width="772" height="582" alt=""> </li><li>In the <a href="https://support.pipedrive.com/hc/en/articles/115003389609-Calendar-View" target="_blank" rel="noreferrer noopener">calendar</a> or list view of the activities tab: Click the “+ Activity” button in the calendar or list view of your activities tab.<img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-28%20at%206.59.36%20AM.png" width="887" height="347" alt=""> </li>
<li>In the <a href="https://support.pipedrive.com/hc/en/articles/360000184889-Contacts-Timeline" target="_blank" rel="noreferrer noopener">contacts timeline</a> of the contacts tab: Click “+” &gt; Add activity on the right side of the screen when hovering over a contact’s timeline. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-28%20at%207.01.23%20AM.png" width="889" height="344" alt=""> 
</li>
<li>In the mobile app: Click the “+” in the top right of the activities section of your <a href="https://www.pipedrive.com/en/features/mobile-crm" target="_blank" rel="noreferrer noopener">mobile app</a> to add activities.<img src="https://kb-cms.pipedriveassets.com/activities%203.jpg" alt=""></li> 
</ul>
<div class="support-note success primary">Note: If you want to learn how to add activities in bulk, check out <a href="https://support.pipedrive.com/article/how-can-i-create-activities-in-bulk" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<hr>
<h2 style="text-align: justify">Scheduling an activity <a name="scheduling-an-activity"></a></h2><div class="support-note warning">Note: Active calendar sync is required to send activity invites. Learn how to sync your calendar <a href="https://support.pipedrive.com/article/calendar-sync" target="_blank" rel="noreferrer noopener">in this article</a>.</div>
The Schedule an activity prompt presents your entire day’s agenda on the right, next to the necessary fields to schedule your next activity. 
This helps you to schedule your activities efficiently, prevent double booking and reschedule your existing activities as needed. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:739px;max-width:739px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-28%20at%2007-59-22.gif" width="739" height="573" alt=""></figure>
In the Schedule an activity prompt, you can fill in the following activity details:
<ul>
<li>Title – Name of your activity </li>
<li>
Type – Default or <a href="https://support.pipedrive.com/hc/en/articles/115001123565-How-can-I-create-custom-activity-types-" target="_blank" rel="noreferrer noopener">custom</a> activity type</li>
<li>
Time, date and duration – When and how long the activity is</li>
<li>
Busy/Free – Activities are set to "Free" by default. If an activity is set to “Busy,” your customers can’t book that time slot through any <a href="https://support.pipedrive.com/hc/en/articles/115004426725-Scheduler" target="_blank" rel="noreferrer noopener">Scheduler</a> links. </li>
<li>
Note – A description of your activity. This is private and only visible within your Pipedrive account. </li>
</ul>
A few other notable activity fields: 
<ul><li>Last activity date – shows the date of the last activity that was marked as done</li><li>Next activity date – shows the date of the next activity you scheduled that isn’t marked as done yet</li><li>Update time – The date of the last update made on an item (a new activity created, a field updated, moving stages etc.)</li></ul>
 To add guests, a location, or a description to your activity, expand the section under the time, date and duration section of the activity window. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:665px;max-width:665px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-28%20at%2009-04-41.gif" width="665" height="517" alt=""></figure>
<ul>
<li>
Guests – The people you want to invite to the activity. This can be either your existing Pipedrive contacts or an external email address. <ul><li>Invite guests – Adding email addresses or Pipedrive contact people to the guests’ section sends out <a href="https://support.pipedrive.com/hc/en/articles/115005286065-Activity-Invites" target="_blank" rel="noreferrer noopener">email activity invitations</a> to them.</li></ul></li>
<li>
Location – The address of your activity. Pipedrive automatically check if the location matches a geo-location on Google maps. In the activities list view, you can click on the location and see it on Google maps.</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-28%20at%2008-17-36.gif" width="840" height="471" alt=""></figure>
Description – Additional details about the activity that will be synced to your external calendar. Unlike the note added to your activity, the description is publicly visible to any guests added to the activity.
<hr>
<h2 style="text-align: justify">
<a name="linking-deals-and-contacts"></a>Linking deals and contacts </h2>
In the Schedule an activity window, you can enter the owner, as well as the deal, organization and person contact you want to link to the activity. 
When an activity is linked to an item, it appears on the item’s detail page. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:576px;max-width:576px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-28%20at%208.22.52%20AM.png" width="576" height="266" alt=""></figure>
<ul>
<li>
Linked deal – An activity linked to only a deal is automatically linked to the contact person and organization linked to that deal. </li>
<li>
Linked person – An activity linked to a person contact is automatically linked to that person’s organization. </li>
<li>
Linked organization – An activity linked to an organization isn’t automatically linked to its deals or people contacts, since there can be multiple deals and people contacts linked to each organization. </li>
</ul>
<hr>
<a name="C4IamCs"></a>
<h2 style="text-align: justify">Completing activities<a name="completing-activities"></a></h2>
Here's a few things to know about completing activities: 
<ul><li>You can mark them as done in the activities list or calendar view, as well as the detail pages of your linked items and the contacts timeline view. </li><li>An activity’s marked as done time field is updated when the activity is marked as done. </li><li>The due date field will always show the time and date the activity was originally scheduled for.</li><li>While you can manually edit the due date field of an activity – even retroactively – the marked as done field always reflects the time that activity was marked as done.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-28%20at%2008-31-48.gif" alt=""></figure>
You can read more about activity marked as done logic in <a href="https://support.pipedrive.com/hc/en/articles/360005106998" target="_blank" rel="noreferrer noopener">this article</a>. 
<div class="support-note primary">Note: If you’re just getting started with Pipedrive, check out our “Never forget a follow-up” <a href="https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up?ref=kb_article" target="_blank" rel="noreferrer noopener">Pipedrive Academy course</a>.</div>
<hr>
<h2>Deleting activities<a name="deleting-activities"></a></h2>
Activities can be deleted from both your calendar and list view. 
To delete an activity from your list view, select one or multiple activities from the left side margin, then click the trash can icon: 
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:570px;max-width:570px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-28%20at%208.45.20%20AM.png" width="570" height="316" alt=""></figure>
To delete an activity from your calendar view, select the activity and click the trash can icon: 
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:856px;max-width:856px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-28%20at%2008-48-10.gif" width="856" height="464" alt=""></figure>

Activities

where-to-find-it

Where to find it

adding-activities

Adding activities

scheduling-an-activity

Scheduling an activity

linking-deals-and-contacts

Linking deals and contacts

completing-activities

Completing activities

deleting-activities

Deleting activities

<div class="support-note success primary">Note: You can only view one user’s calendar at a time in the calendar view. </div>
The calendar view is a helpful tool for tracking your activities, keeping your sales moving and making sure you get those all-important wins.

<hr>
<h2 style="text-align: justify">Where to find it</h2>
To open your calendar view, go to your Activities and click the calendar button. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/calendar%20view%208.jpg" alt=""></figure>
You can see your scheduled activities in a calendar format, aligned with their scheduled dates and times.
<hr>
<h2 style="text-align: justify">Adding an activity</h2>
To add an <a href="https://www.pipedrive.com/en/features/activity-calendar" target="_blank" rel="noreferrer noopener">activity to your calendar</a> view, hover your cursor over the top of any day column and select “Click to add.”
Or you can click the spot on your calendar where you want to schedule the activity. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-05-15%20at%2010-38-40.gif" alt=""></figure>
The “+ Activity” button in the top left corner can also be used to add new activities. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/calendar%20view%205.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Editing an activity </h2>
 Click an activity in your calendar view to open a window displaying its basic information. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/calendar%20view%206.jpg" alt=""></figure>
You can edit the activity, mark it as done or click the trash can icon to delete it.
You can also change an activity’s due date and time by dragging and dropping it on the preferred day and time.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-05-15%20at%2011-20-53.gif" alt=""></figure>
<hr>
<h2 style="text-align: justify">Filtering in the calendar view</h2>
You have several options for filtering from the calendar view. 
Date filters
You can choose the week displayed by your calendar using the dropdown or lateral selection tools. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-05-15%20at%2010-09-42.gif" alt=""></figure>
Ownership filters 
You can filter for ownership using the dropdown in the top right corner.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/calendar%20view%202.jpg" alt=""></figure>
Activity type filters On the left side of your calendar you have a list of your default, custom and integration-based activity types.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/calendar%20view%203.jpg" alt=""></figure>
Click on one or more icons to filter them out of your calendar view. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/calendar%20view%204.jpg" alt=""></figure>
<div class="support-note success primary">Note: Click “All” to filter out every activity type. This will make your calendar appear empty until you filter one or more activity types back in. </div>

Calendar view

<div class="support-note warning">Note: Active calendar sync is required to send activity invites. Learn how to sync your calendar <a href="https://support.pipedrive.com/article/calendar-sync" target="_blank" rel="noreferrer noopener">in this article</a>. </div>
Activity invites allow you to automatically keep your contacts updated on upcoming meetings and activities you have with them.
<hr>
<h2 style="text-align: justify">
<a name="sending-out-activity-invites"></a>Sending out activity invites </h2>
<div class="support-note success primary">Note: Activity invites are only sent out if the activity has a due date. </div>
To send an activity invite, all you need to do is <a href="https://support.pipedrive.com/hc/en/articles/207344415#C2" target="_blank" rel="noreferrer noopener">set up an activity</a> and add the people you want to invite to the ”Guests” field in the ”Schedule an activity” window.
You can add your existing Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" rel="noreferrer noopener">people contacts </a>or directly add email addresses to this field. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-28%20at%2016-23-58.gif" alt=""></figure>
A Pipedrive contact person must have an email address listed under them in order for the activity invitation to be successfully sent. If there's no email address under that person, you will see an error message in the Guests field.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-28%20at%2016.26.17.png" alt=""></figure>
Enter an email address under that person’s contact or enter the email address directly into the Guests field, then click ”Save and send invites“ to send out your activity invitations. 
<hr>
<h2 style="text-align: justify">
<a name="the-invite"></a>The invite</h2>
Once the activity invite has been sent out, each guest will receive an invite to the event via email. 
If you have an active <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" rel="noreferrer noopener">calendar sync</a>, the invite will look like it was directly sent out from your calendar provider:
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202023-03-28%20at%2017%3A04%3A16.png" alt=""></figure>
If you have an inactive calendar sync, the invite will be sent from Pipedrive: 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202023-03-28%20at%2017%3A08%3A54.png" alt=""></figure>
Any responses to activity invites will go to the email address of the assigned owner of the activity.
If the owner also has their <a href="https://support.pipedrive.com/hc/en/articles/209254449" target="_blank" rel="noreferrer noopener">emails synced with Pipedrive</a> through our Advanced or higher plans, these replies will appear in their Pipedrive inbox. 
<hr>
<h2 style="text-align: justify">
<a name="updating-the-activity"></a>Updating the activity </h2>
When you update an activity's title, date, time, location, public description, or guests after an activity has already been created, you will see the option to Save and send updates at the bottom of the activity prompt.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-28%20at%2016.28.46.png" alt=""></figure>
The guests will then receive an updated invitation by email. 
 What happens when I add or remove guests from the activity? 
If you add new guests to an activity, any new guests will now receive an activity invite. Any guests who have already been invited will not get another invitation. 
If you remove a guest from the activity or cancel the activity, the guest will receive a cancellation email. The activity will also be removed from your synced calendar if you have the <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" rel="noreferrer noopener">calendar sync</a> feature enabled. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202023-03-28%20at%2017%3A10%3A38.png" alt=""></figure>

Activity Invites

sending-out-activity-invites

Sending out activity invites

the-invite

The invite

updating-the-activity

Updating the activity

To be notified of your scheduled activities by email, you can enable activity reminder emails in your account. 
Activity reminder emails can be set up in your <a href="https://support.pipedrive.com/article/sales-assistant-notifications-beta" target="_blank" rel="noreferrer noopener">Sales Assistant notifications</a>.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-09-16_at_10-07-06.gif" alt=""></figure>
Here, you can specify if you wish to receive the email reminders in your summary email, as a separate email one hour before the activity, or both.
<center><figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-02-18%20at%2011.07.26.png" alt=""></figure>
</center>

These activity reminder emails will be sent to the email address associated with your Pipedrive user account.

Activity reminder emails

<div class="support-note success primary">Note: Marked as done time is not visible in the detail view of an activity, however you can see last modified time. If the last change made to an activity was it being marked as done, the "last modified" date should align with it. </div>
<a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" rel="noreferrer noopener">Activities</a> in Pipedrive have an advanced “marked as done” logic that allows you to track when the activity was scheduled and when the activity was marked as done. 
Here’s how this appears in different sections of your account.
<hr>
<h2>Calendar view </h2>
The calendar view always shows the activities by the scheduled due date, regardless of when they were marked as done. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/marked%20as%20done%201.jpg" alt=""></figure>
In the above example, all three activities have been marked as done (shown by the green checkmarks on the right side,) but their position hasn’t changed. 
<hr>
<h2>List view</h2>
You can view and sort in the activities list view based on marked as done time. 
Use the gear icon in the top right corner to edit your list view columns, then select “marked as done time” and “save.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/marked%20as%20done%204.jpg" alt=""></figure>
You can see the done time for any relevant activity, and sort by which were completed more or less recently by clicking the bar at the top of the column. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/marked%20as%20done%203.jpg" alt=""></figure>
<hr>
<h2>Detail view</h2>
In the detail view of an item, linked activities are ordered by their due date, which is visible under the title of any activity in an item’s history. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/marked%20as%20done%202.jpg" alt=""></figure>
<div class="support-note success primary">Note: “Marked as done time” data is unavailable in the detail view. </div>

Activity "marked as done" logic 

<div class="support-note success primary">Note: You can learn more about the filter tool and how to use it in <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">this article</a>. </div>
Managing and completing your <a href="https://support.pipedrive.com/article/activities" target="_blank" rel="noreferrer noopener">activities</a> is an important part of using Pipedrive, and using filters can make it even easier. 
<hr>
<a name="C1IamCs"></a>
<h2 style="text-align: justify"> Filtering by activity type<a name="filtering-by-activity-type"></a></h2>
<div class="support-note success primary">Note: If an activity-type icon is blue, that type is being filtered for. If the icon is grey, it’s being filtered out. </div>
You can filter out default or custom activity types by clicking on them in the top left corner of your list view. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-05-18%20at%2011-28-30.gif" alt=""></figure>
You can select “All” to add or remove every activity-type filter. If you want to filter for a single activity type, click “All” to filter out every activity type, then select the one you want to filter for. 
<div class="support-note success primary">Note: You must be an admin user or a regular user with the assigned permission to create <a href="https://support.pipedrive.com/hc/en/articles/115001123565-How-can-I-create-custom-activity-types-" target="_blank" rel="noreferrer noopener">custom activity types</a>. </div>
<hr>
<a name="C2IamCs"></a>
<h2 style="text-align: justify"> Filtering by owner<a name="filtering-by-owner"></a></h2>
<div class="support-note success primary">Note: A filter for “Everyone” shows the activities owned by every user in the account, excluding those blocked by <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">visibility settings</a>. </div>
To filter activities by owner, click the filter drop-down in the top-right corner of your list view and select “Owners.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/filter%20activities%201.jpg" alt=""></figure>
From there, you can select any user listed and use them for your filter. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/filter%20activities%202.jpg" alt=""></figure>
<div class="support-note success primary">Note: If you don’t have visibility of a linked deal or contact, you won’t have visibility of the linked activity. </div>
<hr>
<a name="C3IamCs"></a>
<h2 style="text-align: justify">Filtering by due-date<a name="filtering-by-due-date"></a></h2>
On the right side of your activities list view, you can filter by fixed time periods or a custom date range using “Select period.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/filter%20activities%203.jpg" alt=""></figure>
<div class="support-note success primary">Note: You can learn how to filter for activities that you’ve already marked as done using this <a href="https://support.pipedrive.com/hc/en/articles/115001107589-How-can-I-see-done-activities-" target="_blank" rel="noreferrer noopener">guide</a>.</div>

How can I filter my activities in the list view?

filtering-by-activity-type

Filtering by activity type

filtering-by-owner

Filtering by owner

filtering-by-due-date

Filtering by due-date

<div class="support-note success primary">Note: For more information about activities and how they function, check out <a href="https://support.pipedrive.com/article/activities" target="_blank" rel="noreferrer noopener">this article</a>. </div>
The red number on your activities icon is the combined total of your overdue activities and activities due today. 
In this case, the seven on the left side navigation bar is the sum of five overdue activities and two activities due today. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/red%20number%205.jpg" alt=""></figure>
When filtered for “Everyone,” the number shown in your list view may not match the number on your activities icon. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/red%20number%202.jpg" alt=""></figure>
That’s because the number on your activities icon only represents your activities, while the list view number represents every user in your account.

What is the red number on the activities icon?

<div class="support-note primary">
Note: This action is only available to global admins or regular users with the correct permission enabled.</div>
If you want to add more than one activity to your account at a time, you can do so using a <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">spreadsheet import</a>. 
<hr>
<h2 style="text-align: justify">Adding activities in bulk with new items<a name="adding-activities-in-bulk-with-new-items"></a></h2><div class="support-note success primary">Note: Check out our <a href="https://support.pipedrive.com/article/importing-sample-import-spreadsheets" target="_blank" rel="noreferrer noopener">sample spreadsheets</a> if you need help setting your spreadsheet up before importing.</div>
When you import new items (contacts, deals, activities, etc.) using a spreadsheet, those items are linked. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/bulk%20activities%207.jpg" alt=""></figure>
That means if you import new contacts and activities, the activities will be linked to the new contacts. 
<div class="support-note success primary">Note: To add activities in bulk without linking them to other items, import a spreadsheet with only activity data. </div>
<hr>
<h2 style="text-align: justify">Adding activities in bulk for existing items<a name="adding-activities-in-bulk-for-existing-items"></a></h2>
To add activities in bulk and link them to existing items, you’ll need the <a href="https://support.pipedrive.com/en/article/updating-pipedrive-data-with-a-spreadsheet">Pipedrive System ID function for importing.</a>
To obtain the IDs for your existing items, use the gear icon in your list view to select the “ID” field, then click “Save.”
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/bulk%20activities%203.jpg" alt=""></figure>
Once that column is visible, export the filter results to a spreadsheet:
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/bulk%20activities%204.jpg" alt=""></figure>
Then add the necessary activity data into the exported spreadsheet and reimport that spreadsheet back into your Pipedrive account. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/bulk%20activities%201.jpg" alt=""></figure>
Map the activity fields accordingly, and once finished, you’ll have a new activity linked to each item you exported.

How can I create activities in bulk?

adding-activities-in-bulk-with-new-items

Adding activities in bulk with new items

adding-activities-in-bulk-for-existing-items

Adding activities in bulk for existing items

<div class="support-note success primary">Note: An activity can only have one linked lead, deal or organization. However, there is no limit to the number of linked people an activity can have. </div>
You can link multiple person contacts to an activity by adding them in the people section of the activity detail view. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/multi-contact%20activities%202.jpg" alt=""></figure>
You can also send email notifications about an activity to contacts, both in and out of Pipedrive, by adding them as guests.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activities%20guest.jpg" alt=""></figure>
<div class="support-note success primary">Note: If a Pipedrive contact is added as a guest, the activity won’t be linked to them or appear in their person detail view. </div>

How can I link my activities with multiple contact persons?

In Pipedrive, emails are separate from “email-type” <a href="https://support.pipedrive.com/hc/en/articles/207344415" target="_blank" rel="noreferrer noopener">activities</a>. 
You can create an activity and assign it the activity type “email.” These are used to manage future email tasks, so you don’t forget about your correspondence with a customer. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Email%20activities%201.jpg" alt=""></figure>
However, email-type activities are not linked to emails sent or received using <a href="https://support.pipedrive.com/article/email-sync" target="_blank" rel="noreferrer noopener">email sync</a>. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Email%20activities%202.jpg" alt=""></figure>
<div class="support-note success primary">Note: If you want your email-type activities count to reflect your email count, create an email-type activity for each email received or sent. </div>

Why are emails that I've sent or received not in the list view of activities?

You can view completed activities in the list view of the activities tab by first applying a <a href="https://support.pipedrive.com/hc/en/articles/207497075-Filtering" target="_blank" rel="noreferrer noopener">filter</a> with the condition <code>Activity &gt; Done &gt; is &gt; Done</code>.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-28%20at%2011.40.34.png" alt=""></figure>
Then, apply a pre-set or custom time filter to see the activities done within the selected time frame.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-28%20at%2012.18.32.png" alt=""></figure>
If you want to view all completed activities, regardless of the time frame it was completed in, you can apply the filter <code>Activity &gt; Marked as done time &gt; is not empty</code>.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-28%20at%2012.21.13.png" alt=""></figure>

How can I see done activities?

<div class="support-note primary">
Note: This action is only available to global admin users.
</div>
Pipedrive comes with a basic set of activity types, but what if you need activities that are more specific to your company and its needs?
Luckily, you can create custom activity types with their own icon to be able to make Pipedrive more specific to your business.
To create a new activity type in Pipedrive:
<ul>
<li>Go to Settings &gt; Company settings &gt; <a href="https://app.pipedrive.com/settings/activity_settings" target="_blank" rel="noreferrer noopener">Activities</a>. All your activity types are listed on this screen.</li>
<li>Click the “+ Activity type“ button to add a new activity type.</li>
<li>Choose an icon and name for your new activity type and click “Save“.</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-09-27%20at%2011.20.36.png" alt=""></figure>

Creating custom activity types

You should see any activities that have been assigned to you when you view the activities tab of your Pipedrive account.
<figure><img src="https://kb-cms.pipedriveassets.com/Untitled.png" alt="Untitled.png" width="937" height="423"></figure>
 If you have been assigned an activity and do not see it, there may be <a href="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" target="_blank" rel="noreferrer noopener">permissions</a> or <a href="https://support.pipedrive.com/hc/en/articles/360000309498-Visibility-Groups" target="_blank" rel="noreferrer noopener">visibility</a> issues that you do not have and may need to be resolved. For example, if you do not have permission to view the deal or contact associated with an activity, you will also not see the activity in question.

Can I see activities that have been assigned to me?

<div class="support-note success primary">Note: Disabling the follow-up activity pop-up is only available for Advanced and higher plans who use the <a href="https://support.pipedrive.com/en/article/workflow-automation" target="_blank" rel="noreferrer noopener">Automations</a> feature. Only users with account settings can manage this option.</div>
When you mark an activity as done, you’re automatically prompted to create another activity for that deal because of <a href="https://support.pipedrive.com/article/how-are-deals-ordered-in-the-pipeline-view" target="_blank" rel="noreferrer noopener">Pipedrive’s activity-based selling design</a>. 
However, if you use the <a href="https://support.pipedrive.com/en/article/workflow-automation" target="_blank" rel="noreferrer noopener">Automations</a> feature, you can disable these pop-ups by going to Company Settings &gt; Activities &gt; <a href="https://app.pipedrive.com/settings/activity_settings" target="_blank" rel="noreferrer noopener">Show activity pop-up</a>.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20follow%20up%201.jpg" alt=""></figure>
From there, you can disable these activity pop-ups or enable them for all or only certain Pipelines.
<div style="text-align: justify" class="support-note success primary">Note: If you’re on an Essential plan or don’t use the Automation feature, you can’t disable these pop-ups.</div>

How can I disable the follow-up activity pop-up?

<div style="text-align: justify" class="support-note success primary">Note: You’ll need to install a video conferencing integration for this feature to work, which you can find in our <a href="https://www.pipedrive.com/en/marketplace/apps" target="_blank" rel="noreferrer noopener">Marketplace</a>.</div>
With Pipedrive’s <a href="https://support.pipedrive.com/en/article/scheduler">Scheduler feature</a>, you can use our integrations with <a href="https://support.pipedrive.com/en/article/pipedrive-integration-zoom-meetings">Zoom</a>, <a href="https://support.pipedrive.com/article/pipedrive-integration-google-meet" target="_blank" rel="noreferrer noopener">Google Meet </a>and <a href="https://support.pipedrive.com/en/article/pipedrive-integration-microsoft-teams">Microsoft teams</a> to schedule calls for your meetings and activities.
Learn more about the <a href="https://www.pipedrive.com/en/features/activity-calendar">activity calendar</a> 
<hr>
<h2 style="text-align: justify"><a name="setting-up-a-video-call"></a>Setting up a video call</h2>
Go to Activities &gt; Meeting scheduler and select either “Manage availability” or “Pick times.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/meeting%20scheduler%203.jpg" alt=""></figure>
With either option, you’ll input your available times and then select “Continue to meeting details.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scheduler%20vid%202.jpg" alt=""></figure>
If you have one of the video call integrations installed, you can click “Make it a [video call integration] meeting” to add a video call link to your appointment.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scheduler%20vid%203.jpg" alt=""></figure>
Any integration you don’t have can be <a href="https://support.pipedrive.com/article/marketplace-integrations" target="_blank" rel="noreferrer noopener">installed</a> by clicking on the name of the integration from the drop-down menu. 
<div class="support-note success primary">Note: If you have multiple video call integrations installed, you must select one to use for the scheduled appointment since you can’t attach multiple video call links.</div>
<hr>
<h2 style="text-align: justify"><a name="joining-a-scheduler-video-call-meeting"></a>Joining a Scheduler video call meeting</h2>
<div class="support-note success primary">Note: Video call links are not displayed on the confirmation screen. </div>
Once the meeting is created through the Scheduler, the confirmation screen will indicate that the meeting will be a video call. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scheduler%20vid%204.jpg" alt=""></figure>
Both the Pipedrive user and the guest will receive an email with links to join the video call.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scheduler%20vid%205.jpg" alt=""></figure>
The guest can also reschedule or cancel the meeting at the bottom of the meeting confirmation email.
<div class="support-note success primary">Note: If <a href="https://support.pipedrive.com/en/article/calendar-sync">calendar sync</a> is enabled, the video call meeting links are embedded in the calendar invites (Google or Microsoft Outlook.)</div>
<hr>
<h2 style="text-align: justify"><a name="reconnecting-your-integration"></a>Reconnecting your integration</h2>
If the authentication tokens for your video call integration expire, or you haven’t finished integrating your video calling tool, your guest will receive a different confirmation email without a link to the video call.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scheduler%20link%205.jpg" alt=""></figure>
You will receive an email prompting you to reconnect your account to set up the video call.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/scheduler%20vid%206.jpg" alt=""></figure>
Once you have reconnected your video call integration, you can edit the activity to make it a video meeting. And after you’ve updated the activity, the guest will receive an email with the updated video call link.

Video call integration for Scheduler

setting-up-a-video-call

Setting up a video call

joining-a-scheduler-video-call-meeting

Joining a Scheduler video call meeting

reconnecting-your-integration

Reconnecting your integration

When organizing your Pipedrive, you may have some activities that repeat on a consistent basis and need this reflected in your account.
While we do not currently have a dedicated feature to create recurring activities, you can sync over recurring activities that were created in your external calendar with our <a target="_blank" href="https://support.pipedrive.com/article/calendar-sync" rel="noreferrer noopener">calendar sync</a> feature. 
When those activities are synced over, they will appear grayed out:
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-05-10%20at%2010.15.56%20AM.png" alt=""></figure>
To delete a recurring activity from Pipedrive, click on the activity and then the trash icon. Finally, click on the red button to confirm the deletion. <figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-06%20at%2015.10.52.png" alt=""></figure>
<div class="support-note success primary">Note: Recurring Activities synced from an external calendar cannot be edited or moved from within Pipedrive. Any changes to those activities must be made from the synced external calendar.</div>

Can I have recurring activities in Pipedrive?

Learn how to configure the visibility of your calendar events in Pipedrive.

To provide you with more flexibility and privacy, you can restrict the visibility of private events synced into Pipedrive from your external calendars (Google and Microsoft).
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-06-08%20at%2009.35.55.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Sync private events as private <a name="sync-private-events-as-private"></a></h2>
If you select “Sync private events as private”, all private events created on your external calendar after this setting was changed will appear as Private on the Pipedrive calendar to all users.
This ensures the confidentiality of the information in the event. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-06-08%20at%2009.36.08.png" alt=""></figure>
<div class="support-note success primary">Note: Private events will not be considered in <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a>.</div>
You can only modify the details of a private event on your external calendar. If you modify a private event that was synced before this setting was changed, then this event will start to appear as private inside Pipedrive. 
You can delete private events directly from Pipedrive. We recommend double-checking with your external calendar before deleting an event, as this action can’t be reverted. 
<hr>
<h2 style="text-align: justify">Sync private events as public <a name="sync-private-events-as-public"></a></h2>
If you select “Sync private events as public” then all private events created on your external calendar after this setting was changed will appear as public or regular activities on the Pipedrive calendar to all users. 
<hr>
<h2 dir="ltr" style="text-align: justify">Don’t sync private events<a name="don-t-sync-private-events"></a></h2>
If you select “Don’t sync private events”, all private events created on your external calendar after this setting was changed won’t be synced into Pipedrive.
<div style="text-align: justify" class="support-note success primary">Note: This option is not recommended as it could lead to double-booking if your meeting slots are not blocked. </div>
<hr>
<h2>What happens to the privacy setting of my events if I stop and reconnect my calendar sync? <a name="what-happens-to-the-privacy-setting-of-my-events-if-i-stop-and-reconnect-my-calendar-sync"></a></h2>
Pipedrive considers the external calendar events’ privacy setting as the source of truth.
If you created activities between the moments of stopping and reconnecting your calendar sync with “Sync private events as public”, then Pipedrive will update all events created during this period to reflect the privacy setting on your Google or Microsoft calendar. 
<hr>
<h2 style="text-align: justify">Google Calendar <a name="google-calendar"></a></h2>
Google Calendar has a setting called “Default visibility” that relies on a setting that applies to all events.
<div dir="ltr" style="text-align: justify" class="support-note success primary">Note: If an event is marked as “Default visibility” on Google Calendar, it will remain “Public“ inside Pipedrive. You must explicitly choose the “Private“ option on Google Calendar to reflect as a private activity inside Pipedrive. </div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-06-08%20at%2010.18.15.png" alt=""></figure>
You can change the default visibility of the specific calendar’s settings page under ”Access permissions for events”. Learn more about privacy settings on Google Calendar in <a href="https://support.google.com/calendar/answer/34580" target="_blank" rel="noreferrer noopener">this article</a>.

How can I control the privacy of my synced events with calendar sync?

sync-private-events-as-private

Sync private events as private

sync-private-events-as-public

Sync private events as public

don-t-sync-private-events

Don’t sync private events

what-happens-to-the-privacy-setting-of-my-events-if-i-stop-and-reconnect-my-calendar-sync

What happens to the privacy setting of my events if I stop and reconnect my calendar sync?

google-calendar

Google Calendar

<div class="support-note success primary">Note: For more information about activities and what they can do in Pipedrive, check out<a href="https://support.pipedrive.com/article/activities" target="_blank" rel="noreferrer noopener"> this article. </a></div>
When your Pipedrive account has a lot of activities, it can be difficult to organize the ones needing immediate attention and those that can wait a while. 
With Activity Priority Labels, you can sort your tasks based on their immediate need and see these designations across your account. 
<hr>
<h2>Adding or Editing your Priority Labels<a name="adding-or-editing-your-priority-labels"></a></h2>
There are three places in your Pipedrive account where priority labels can be added or changed. 
Contextual view
Go to your Activities section and select an activity. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prio%20labels%202.jpg" alt=""></figure>
Once the <a href="https://support.pipedrive.com/article/contextual-view-activities-beta" target="_blank" rel="noreferrer noopener">activity contextual view </a>is open, you can click the ”Priority“ dropdown and select one of three options: 
<ul><li>High</li><li>Medium</li><li>Low</li></ul>
Bulk editing 
You can also select multiple activities and <a href="https://support.pipedrive.com/article/bulk-editing-and-filtering" target="_blank" rel="noreferrer noopener">bulk edit </a>their priority labels. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/prio%20labels%203.jpg" alt=""></figure>
List view
Click the gear icon and select Priority &gt; Save to make it a column in your list view. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20prio%204.jpg" alt=""></figure>
Then, hover your cursor over the Priority column and click the pencil icon to edit the label. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20prio%205.jpg" alt=""></figure>
<hr>
<h2>Viewing your Priority Labels<a name="viewing-your-priority-labels"></a></h2>
In addition to editing priority labels, there are also places in your account where these labels are visible.
Calendar view
If an activity has been assigned a priority level, it will appear in the appointment tile on your calendar. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20prio%206.jpg" alt=""></figure>
Linked item detail view
If you open an item with a linked activity labeled for priority, you can see the label in the focus section of that item’s detail view. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20prio%207.jpg" alt=""></figure>
Pipeline view 
In your <a href="https://support.pipedrive.com/article/pipeline-view" target="_blank" rel="noreferrer noopener">pipeline view</a>, click the arrow to see any activities linked to that deal. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20prio%208.jpg" alt=""></figure>
If a linked activity has a label, you can see the color and hover your cursor over the symbol to see the priority. 
<hr>
<h2>Priority Label FAQ<a name="priority-label-faq"></a></h2>
Here are some answers to commonly asked questions about the priority label feature. 
Can I <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">filter</a> using priority labels? 
Yes you can! Just go to any list view with a filtering option, click ”Add new filter“ and select Activity &gt; Priority &gt; is &gt; [insert choice.]
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20prio%209.jpg" alt=""></figure>
Click ”Save“ to confirm your filter, and the results will appear in your list view. 
Can I use Priority Labels in my automations?
Yes again! Here are a couple of examples: 
<ul><li>You can use priority as a condition, like in this automation where an activity created with a high priority automatically moves the linked deal to a different pipeline stage. </li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20prio%2010.jpg" alt=""></figure>
<ul><li>You can also use priority for automated actions, like in this example where an activity being created automatically adds a priority of medium. </li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20prio%2011.jpg" alt=""></figure>
Can I customize my priority labels? 
Currently, it's impossible to add new priority labels or change the name or color of the existing ones.

Activity Priority Labels

adding-or-editing-your-priority-labels

Adding or Editing your Priority Labels

viewing-your-priority-labels

Viewing your Priority Labels

priority-label-faq

Priority Label FAQ

<div class="support-note success primary">Note: This feature is only available on Advanced and higher plans.</div>
Efficient time management is crucial for users handling multiple contacts, leads, or deals within our platform. 
Adding activities in bulk to deals streamlines this process by allowing you to create multiple activities at once, eliminating the need for repetitive, individual entries.
This enhancement optimizes productivity and minimizes the risk of missed follow-ups or oversights when managing numerous deals.
<hr>
<h2 style="text-align: justify">How can I add bulk activities to deals?<a name="how-can-i-add-bulk-activities-to-deals"></a></h2>
<div class="support-note success primary">Note: This action is only available to users with the “Bulk edit items” global permission enabled.</div>
Simply go to the deal <a href="https://support.pipedrive.com/article/list-view">list view</a> and select the deals you want to add activities to.
Then, click “Schedule activities”.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/bulk%20edit%20deals.png" alt=""></figure>
<div class="support-note success primary">Note: You can bulk add up to 100 activities per selection.</div>
Once you click on “Schedule activities” you’ll see the activity composer, where you can edit the activity title, type, due date, priority, note, assignee and video conference in bulk.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Group%2020284.png" alt=""></figure>
If you add more than five activities in bulk, you’ll be able to drag-and-drop them from the calendar view to the time slot of your convenience and extend the duration of the activity if needed.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/activity%20drag%20n%20drop.png" alt=""></figure>
In addition, you can split the activities into several days. Click on the option next to the date dropdown to select the number of activities per day.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/split%20activities.png" alt=""></figure>
You can also navigate through the days of your calendar on the right-hand side of the activity composer.
To generate a video-call link on every activity, click <a href="https://support.pipedrive.com/article/video-call-integration-for-scheduler">the video call</a> dropdown. This will create different video call links for every activity.<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/link%20meeting%20act%20.png" alt=""></figure>
Once you save the changes, you’ll see the activities created in your calendar list.<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/calendar%20view%20bulk%20copy.png" alt=""></figure>
Learn more about the calendar view in <a href="https://support.pipedrive.com/article/calendar-view" target="_blank" rel="noreferrer noopener">this article</a>.<hr><h2 style="text-align: justify">Why is the option to add bulk activities greyed out in my account?<a name="why-is-the-option-to-add-bulk-activities-greyed-out-in-my-account"></a></h2>
There might be some reasons why you don’t have this option available:<ul><li>Your plan doesn't support it – learn how to change plans in <a href="https://support.pipedrive.com/article/how-can-i-switch-to-a-different-pipedrive-plan-or-change-my-billing-frequency" target="_blank" rel="noreferrer noopener">this article</a>.</li><li>You don't have the permissions to bulk edit – you can ask an admin user to enable this permission to your account. You can learn more in <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">this article</a>.</li></ul>

Knowledge Base

Activities

Got any questions?