A lot of Pipedrive users frown when this popup shows up as soon as an activity is marked done. It pops up even when there are other activities already scheduled for the deal. This frustrates them. Until a better solution comes along, users can mark these activities as done in bulk, or get into the habit of hitting the Escape key on the keyboard as soon as it shows up.

Overall, I also feel that Pipedrive should give its users the power to disable this auto popup for activities. Until that happens, the two tips offered above should help users to work around this mild annoyance.

Create a safety net to show deals with no scheduled activities

You may have hit the Escape key unknowingly for a deal when the ‘Schedule an activity’ popup showed up. Or you may have marked activities done in bulk. Either way, there is a chance that there are no future activities scheduled for a deal. And since you’re working only from the Activities tab, these deals will never show up on your To-Do list in the Activities tab.

Unfortunately, some deals are falling through the cracks. You opted for a CRM tool like Pipedrive so that such things don’t happen. So in spite of all your efforts to work from the Activities tab, you’re in this situation. You have to build a safety net to identify deals that do not have an activity scheduled.

How to set up Pipedrive Activities for Productivity

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