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Pipedrive CRM

Pipedrive: Access Associated Leads, Deals, Contacts, and Organizations From an Activity

By October 31, 2021No Comments

Did you know that you can access a deal or lead, contact, or organization record through an activity?  This makes it easy to reference related records if you need to check something as you’re working on an activity. 

Simply open an activity, and you’ll see any related records along the top of the activity pane.  These tabs do not open new browser windows or tabs — the information is all right there. Handy!

Megan Hagedorn

Author Megan Hagedorn

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