What is the difference between a stage and an activity?

A stage tells the team where the deal stands, such as “Proposal sent.” An activity tells someone what to do next, such as “Call the buyer on Friday.” A deal can have a stage and still be missing a next action.

Link the task to the deal and give it an owner and due date. When you finish the task, decide whether the deal actually moved or needs another follow-up.

When would you pay for email sync?

Start with manual follow-ups if the team only needs a shared list of next actions. Pipedrive lists Lite in US dollars at US$14 per seat per month with annual billing, charged as US$168 per seat per year. It advertises a 14-day trial. Check the price in your billing currency.

Personal email sync starts at Growth. The shared team inbox requires Premium or above. Before connecting either kind of mailbox, check which messages will sync and how linked conversations are visible. Adding guests to an activity can send an invitation.

Why could two people export different rows?

Pipedrive exports CSV or XLSX. A person needs export permission and can export only the records they can see. The export-by-data-type screen requires a global admin.

For a handoff, check a sample from the authorized role. Confirm it includes the deals and people you expected. Use the separate export for activities or notes when needed, and verify conversation history before moving your workflow.

Can your team tell which deal needs attention first?

Sketch two fictional deals on paper without opening a workspace or sending any invitation.

Give each deal a stage
Put both deals in “Proposal sent.” Give one an overdue call. Leave the other without any scheduled activity.
Decide what happens next
Complete the overdue call on paper and assign the unscheduled deal a next action and owner. See whether another reader can find both changes.