Creating custom activity types
Jenny Takahara, June 13, 2022
Note: This action is only available to admin users.
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:
- Go to Settings > Company settings > Activity types. All your activities are listed on this screen.
- Click the "Add activity type" button to add a new activity type.
- Choose an icon and name for your new activity type and click "Save".
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