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.
Voila! A new activity type is up and running! You will also be able to see the new activity type in the Activities subcategories of the Progress tab.