Staying organised and keeping track of your activities is key to keeping your sales moving and making sure you get those all-important wins.
To help you manage this, Pipedrive has given you the all-new Calendar View!
From the Calendar, you'll be able to see a day by day plan of your activities, add new activities, change or remove activities, and view colleagues calendars that you have visibility of using filters.
To access the calendar view, click on 'Activities', then click on the calendar icon in the top left corner:
From here you can add an activity using the 'Add activity' button, or by clicking on the time and date where you'd like to add the activity and filling in the quick add form. However, the quick add form will just schedule a basic activity but will not link it to a deal.
To link an activity to a deal, the 'Add activity' button at the top should be used, or the 'Details...' button in the quick add form.
In order to edit an existing activity, simply click the time block in the calendar and change what you need. If you'd like to change the time, or make the activity longer or shorter, you can click and drag the activity around the calendar, or click and drag the bottom of the calendar either up or down to change the duration.
In the top right hand corner you can also change the week you're looking at. Either click the left and right arrows to move backwards and forwards, or pick a date from the dropdown menu and the calendar will show the working week around that date. Clicking 'Today' will bring you back to the current week.
Lastly, it is also possible to view other users calendars, providing you have visibility on their activities. In the top right hand corner you'll notice the regular filter button, shown as 'Dave Pipe' in the picture above. Click that, select a different user, and then you can view the activities over which you have visibility from their calendar. Please note that you can only view one users calendar at a time.