New Feature: Custom Task and Event Types

With over 5,000,000 events scheduled across our active user base, it’s obvious that PipelineDeals users are busier than ever. So how can you get the most out of your contacts and leads without losing a moment of precious time? One way is to develop and maintain a systematic follow-up process. We’re excited to launch a new feature that makes this significantly easier.

Customized Task and Event types are now live!

In the past, all accounts shared a handful of basic Task & Event types. Now you can add as many as you want and name them anything you need. Account administrators can get busy customizing these by visiting the Settings menu >> Admin >> Task and Event Types. 

 Create custom features and tabs to better manage your sales process. 

This new customization gives you more flexibility to personalize and prioritize the activities you schedule. For example, you might want to create a new type called “Face to Face” or “High Priority Call.” You can also use these customized types in Task Templates for People and Deals. These templates are predefined lists that allow you to assign a whole series of Tasks all at once.

Measure your team’s productivity

With custom Task and Event types, you can track and build goals around any type of activity. For example, you might want to attend four networking events a month. You can create a custom Task and Event type for “Networking” and select that type when you schedule these events. Now you can quickly report on how many networking events you’ve scheduled and attended.

In the screenshot below, you can see that we’ve renamed Fax, Todo and Appointment to High Priority, Networking, and Face-to-Face.

 Access these custom tabs through a straight forward dropdown menu. 

After using these custom Task and Event types, you can visit the See All Tasks Report to track how many have been recorded. You can quickly adjust the report to review any task type—for example how many open Face-to-Face Meetings are scheduled, as shown in the screenshot below.

 sort contacts by their custom tasks and events. 

Furthermore, you can create Goals based on Task and Event types. In this example, I’ve created a goal to attend at least 48 networking events this year. So far I’ve been to three, so I’ll have to pick up the pace.

 Set up reports based on custom tasks and events. 

We hope you’ll find this new feature useful. Let us know what you think!

Comments

  1. It looks like you've done a really good job, customizing events in the CRM. This is quite complex issue and there are other CRM softwares that can be hard to use.

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