Sometimes, it’s the simple things that really matter. So we’ve identified and fixed one of those things that have a disproportionate effect on our users’ lives.
Many of you may be familiar with the following scenario:
You schedule a meeting with John Iron, Michael Wood and Jonas Water. As you should, you schedule it as an activity in Pipedrive. You then add John as a contact for the activity and try to add Michael and Jonas.
But what’s this?
You’re only allowed one contact per activity.
You can add Michael and John in the notes section, but this would mean that their contact details are not updated with the meeting.
To have this happen, you’d need to schedule three separate meetings, which is tedious and unnecessary.
When adding an activity you are now allowed to add more than one contact person.
These contacts are visible in the activity form. In the list views, we demonstrate that other contacts are part of the activity by showing a plus and a number next to the first contact person.
You can hover your mouse over the number to see the names of the other contacts.
In the detail view all contacts are visible in the activity field.
You will have completely accurate activities and events.
Data will reflect exactly what is happening.
All of your contacts and activities will be up to date with the correct info, without the need to create duplicate meetings or manually update contacts.
In short, your data will be organized and accurate.
In the past, there were situations where regular users could not see some of the activities they owned because their permissions did not allow them to view one of the items linked to the activity.
We realized that by introducing more contacts to an activity, we were making the management of these sorts of permissions almost impossibly complex.
In the pursuit of clarity and ease of use, we've awarded full visibility of an activity to the user when that user is the owner of that activity.
We’re rolling out the feature to all customers over the next few days. You can test it out by adding an activity, say a meeting, and including multiple contacts in that activity.
This article was published on July 4, 2017. Product descriptions were correct at the time of publishing.
Start or continue the conversation with like-minded sales and marketing professionals on our Community.Join our Community
In Case You Missed It... Pipedrive Updates September 2021
We improved Pipedrive in September so that Professional and Enterprise users can now filter by team in the Leads Inbox. We’ve also updated the user interface in the permissions view and upgraded Smart Docs.
Pipedrive Marketplace Monthly Apps Spotlight: September 2021
In September’s Marketplace apps spotlight, we bring you an engagement content tool, an analysis tool for users with large accounts, a LinkedIn integration tool and an app that helps you create brand champions among your customer base.
Smart Docs update: Easily Request eSignatures with PDFs and Google Sheets and Google Slides
To help you close deals faster, Smart Docs users on the Professional and Enterprise plan can now upload and share quotes, proposals and contracts in PDF format and set up templates using Google Sheets and Google Slides.