Atividades no Pipedrive representam qualquer ação que você agenda em direção ao fechamento de um negócio. Um telefone, um almoço, um e-mail - você pode marcar qualquer atividade com pessoas de contato, organizações ou negócios para ficar sempre por dentro do que fazer a seguir.
Por padrão, você pode configurar atividades do tipo ligação, reunião, tarefa, prazo, e-mail ou almoço.Você pode configurar tipos de atividades personalizadas para atividades específicas para as necessidades da sua empresa. Para facilitar o processo de agendamento de atividades e ajudá-lo a seguir com seus processos de vendas, sugerimos que você use nosso recurso de sincronização de calendário para sincronizar atividades de seu provedor de calendário e o Agendador para configurar disponibilidades e marcar atividades com clientes.
Para ver sua lista de atividades na visualização de calendário ou de lista, vá até a guia de atividades.
Como o Pipedrive encoraja as vendas com base em atividades, é fácil marcar atividades, não importa onde você esteja.
- Na visualização de funil da guia Negócios
Clique no ícone de atividade da visualização de funil da guia detalhes para o agendamento rápido de uma atividade.
- Na visualização de detalhes de qualquer detalhe, pessoa ou organização
Na visualização de detalhe de um item, clique na guia de atividade para linkar uma atividade diretamente a ele.
- In the Calendar or List View of the Activities tab
When in the Activities List or Calendar view, you can quickly add an activity to make sure you're able to stay aware of all actions you need to take in the immediate future.
- In the Contacts Timeline of the Contacts tab
If you see that a person contact or organization has not had an activity scheduled in quite some time, you can quickly add an activity to make sure your lead doesn't go cold.
Agendar uma atividade
The 'Schedule an activity' prompt presents you with your entire day's agenda on the right, next to the fields necessary to schedule your next activity. This helps you to schedule your activities efficiently, preventing any double booking as well as giving you an easy way to reschedule your existing activities.
In the Schedule an activity prompt, you can fill in the activity's details.
Name of your activity.
Default or custom activity type.
- Time, date, and duration
The time and date of your activity.
The address of your activity. Pipedrive will automatically check if the location matches a geo-location on Google maps. When on the activity list view in Pipedrive, clicking on the location will bring open up the location on Google maps.
Set the activity as 'Busy' (default) or 'Free'. If the activity is set to 'Busy', your customers will not be able to book that time slot through any Scheduler links.
A description of your activity.
Note: The note added to the activity will not sync over to your external calendar if you have the Calendar sync enabled.
Linking deals and contacts
You can enter the owner, deal, organization, and person contact you want to be linked to the activity. Quando a atividade for conectada a um item, ela vai aparecer na página de detalhes do item.
- Linked Deal
An activity linked to only a deal will automatically be linked with the contact person and organization that is linked to that deal.
- Linked Person
An activity linked to a person contact will automatically be linked with the organization that is linked to the person contact.
- Linked organization
An activity linked to an organization will not be automatically linked to its deals or people contacts. This is because since there can be multiple deals and people contacts linked to each organization, Pipedrive will not know what people/deals to link the activity to.
Invite linked people
Clicking on the Invite linked people option will send out email activity invitations to the contact people linked to the activity. You can customize the language of the activity according to the contact you are inviting.
As you complete your scheduled activities, you can mark them as done in the activities list or calendar view. They can also be marked as done anywhere you are able to see your activities, such as in the detail pages of your deals and contacts timeline view.
The activity's Marked as done time field will be updated with when the activity itself was marked as done. The Due date field will always show the time and date the activity was originally scheduled for.
While you can always click and manually edit the 'Due date' field of the activity- even retroactively- the 'Marked as done time' field will always reflect the time that activity was marked as done.
Marked as done logic
The Calendar view will always show the activities by the due date, regardless of when they were marked as done.
The three activities below will still show as being scheduled to complete on October 16, October 17, and October 18, even though they were all marked as done on October 16, prior to the due dates.
If you look at the activities in the detail views of the linked items, you will always see activities ordered by when they were actually marked as done. The three activities below show the done time in the description and are ordered by most recently 'marked as done' at the top.