New Pipedrive Feature: Bulk scheduling

Another great update hit Pipedrive silently: bulk scheduling. It is currently available only through the deals page (Pipedrive, please make it available on other pages too, it's great!)

How to use batch scheduling feature

Just select a bunch of deals and schedule activities button appears:

Bulk scheduler also lets you spread the activities over several days with one click:

One truly unique feature that puts more power into sales rep’s hands.

Why, you ask?

Here’s a bunch of scenarios where this feature comes in handy:

• Follow up with prospects who received a bunch of cold emails but never responded
• Reach out to my clients about new feature or upsell
• Call people about a change in their existing contract

The solution:

• Build a filter with deals matching your criteria
• Select all of those deals
• Schedule them in bulks of 5 or 10 activities per day
• Have your focused list of to-dos created for you automatically
• Never miss an opportunity to be on time and relevant with your customers and prospects

Great little update that also highlights how much attention pipedrive pays to salespeople’s needs.

Need help with that? Reach out.

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