Activity categories label the notes and activities your team logs — Phone Call, Meeting, Competitor and so on — so you can see which kinds of activity move deals forward.
Before you start: Account Admin permissions required. Changes apply to everyone in your account.
Add, Edit, or Delete a Category
- In the lower-left corner, click Settings.
- Click the Activities tab.
- Click Categories.
- Make your changes:
- Add a category: Click \+ Add Activity Category, enter a name, and save.
- Rename a category: Click the pencil icon next to it, make your change, and save.
- Delete a category: Click the trash can icon next to it, then confirm.
Deleting a category leaves the category blank on every activity that used it. To replace a category, reach out to our support team for help!
Email is a system category that Pipeline CRM uses it for emails sent to your people and emails you BCC to your account, so it can't be renamed or removed. See Email Activity Tracking.
Pick Names Your Team Will Use
- Give each category a name that makes it obvious when to use it — "Pricing Discussion" beats "Other."
- Keep the list short. Remove categories nobody uses so the dropdown stays easy to scan.
Need help? Contact support at customercare@pipelinecrm.com.