Toggle Automatic Activity Pop Ups

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1

I’m a long time user here.

I typically like to schedule activities in the morning/evening for each deal I am working on and execute them throughout the day.

Unfortunately as I go through deals and check off activity, I get an automatic pop up to add a new activity. When that is combined with about 200 deals that I am working on or managing, it slows things down a lot.

Another example is because certain activities happen so quickly, scheduling them and marking them as done is not always possible. If I call a prospect and then record the activity, I get a notice to schedule ANOTHER activity even though I am trying to make other calls/or do other sales related activities that are not administrative like scheduling a task.

Activities are basically unusable for me at this volume because of the inefficiency of an irrelevant activity pop up.

Point being: There should be a toggle for activity pop ups so high volume users like me can be more efficient.

Its a huge problem for me because I have so many deals and I do need to schedule activities for them. Since the process is inefficient and I avoid scheduling activities, I am losing business or not able to track activities taken on deals.

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2

I completely agree. It would be great to have this disabled, especially when you are paying extra to have workflow automation handle scheduling the next activity.

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3

Thanks for your feedback @carlosarana and @CoolOppo.

I’ll share this with our team.

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4

Hi - I totally agree, we create a lot of activities that only get ticked off and there is no option of disabling the activity popping up…

Is there an update on this one?

Best,
Jan

5

No update as of now. I’ll let you know if that changes.

6

@David has this been solved yet or is it still an on-going issue?

7

Hey @Rock,

This is still currently the setup. Please know that this it is done this way on purpose, but I have forwarded the feedback to our team so that it may change in the future.

Thank you for understanding

8

Hi! Same here. Would be great to be able to give the option to disable this feature.

When you create powerful task automations in your funnels you don’t want the pop-up to become active in that specific funnel.

I’m sure you can find a workaround within the automation that deletes the specific tasks assigned when reaching a new stage in the funnel. But takes some time to configure depending on how you set them up.