Creating custom activity types
JT
Note: This action is only available to global 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 > Activities. All your activity types are listed on this screen.
- Click the “+ Activity type“ button to add a new activity type.
- Choose an icon and name for your new activity type and click “Save“.
Was this article helpful?
Yes
No