Custom Activities

CRM & Sales CRM
1

Hi,

Brand new to using HUBSpot. I am trying to figure out how to track custom activities at a company level. For example, which products has a company utilized? Ideally, I would be able to filter, too. So, if I wanted to see which firms participated in the 2019 Client Questionnaire, I could do so.

Hope that makes sense - appreciate any guidance.

2

Hi @KRush,

You would work with custom properties for this. These can have different types, for example multiple checkboxes, single-line text or number. Once created, these become available on each contact record. You can also add them to the left contact record sidebar.

For products, for example, you could create a multiple checkboxes property. The participation in a specific survey could be a single checkbox.

Keep in mind that in the free CRM, there is a limit of 10 custom properties.

Let me know if you have any follow-up questions!

3

Thanks so much! So I created a custom company property but I can’t seem to
figure out where it shows up in the company so that I can check the box.
I put it in company properties in the group company info. I am missing
something here!

4

Hi @KRush,

If you want to add these properties to the company record sidebar on the left, you can follow these steps: Customize records

Let me know if you have a follow-up question!

5

We also need this functionality. We have proprietary processes that would be beneficial to track in Activities that we currently cannot due to this limitation.

6

Hi @karstenkoehler,

this was the most recent post I could find on this topic. Any News on this feature request?

Best,

Matthias