Activity

Sales & Process beginner

An activity is any schedulable sales action in Pipedrive – such as a call, email, meeting or task linked to a deal or contact.

Activities are the concrete next steps in selling: making a call, following up, sending a quote or booking a meeting. In Pipedrive every activity can be scheduled and linked to a deal or contact.

The idea behind it is "activity-based selling": because closing itself can't be controlled directly, Pipedrive focuses on the actions that lead to a close. That way everyone on the team always knows what to do next.