We can now create custom call and meeting properties, but it would be ideal to be able to add them to the call/meeting cards when logging or scheduling them so when someone is logging the activity they can easily select the options created.
Use case scenario: We’re trying to report on activities around particular products so I created a custom call property called Product Family Focus with options that can be selected (multi-checkbox). But, to have our reps actually use this, it would need to appear when they to go log or schedule out a call or meeting when they select the call/meeting type and all the other options. (Preferably somewhere in the white space shown in the orange boxes below).
Take it one step further, allow Admins to make it a required property if needed so people don’t miss capturing important information.
Right. We can create custom properties for calls but can’t use them anywhere they’re accessible/visible. It would be useful to be able to add custom properties when logging a call view or the call preview. If a call outcome is negative, we have a custom property for the “reason it’s negative” that would be useful for reporting but we can’t use it anywhere.
It’s frustrating that we can create custom properties for calls but not for meetings. We need the ability to add custom properties on meetings and make then accessible from the activity timeline.
+1 for my customer! This would provide customers with more flexibility/customization when they log meeting activities on the contact record. It would be good if this also works on the HubSpot mobile app
Completely agree with this thread! It’s very important for my team that we would be able to create a custom Meeting propery for “meeting source” then add it as field on the pop-up when our SDR is booking a meeting for an Account Executive.
Boosting this as well. The biggest pushback I get on logging calls or meetings from the sales team is that we cannot customize the record to meet our needs. A few of our portals requested to add a custom property to multi-select the topics they discussed with clients on said call or meeting. All the other objects allow for record customization except activities, so it is extra frustrating.
I’m Melissa, the Product Manager on the Meetings tool! I wanted to reach out to let you all know that I’ve seen your feedback and I agree. We are very eager to start thinking about how we can get you the support that you need when logging/creating calls or meetings. I don’t have a more detailed update or timeline that I can share just yet. We have a little bit of research and collaboration to do. But I will keep this thread in the loop with where we land and update the status here when we start to make progress!
We really need this feature as well! I keep checking if Hubspot is realeasing anything like it in beta. Please let us konw when this is ready to go into production.
Agreed - this is a crucial feature that teams can use without created extra work. Having a product of interest field that has to be selected when logging a call/meeting goes a long way for tracking. Nonetheless, cutomizing the properties should be possible so that each user can accomplish what is needed
Few threads requesting this. commenting here too in the hope it gets some more attention soon.
No point having custom fields if we can’t view or edit them!
This is much needed. Adding properties is not helpful if we can’t customize the log meeting / calls / email fields. Major drawback is that in campaigns and reports the meeting name or email subject is the name used to display the item and all of them come up blank. Doesn’t look good nor useful. Have to click in and see what that is. Sales BDMs find it very difficult to manouver the report side of things. And its a pain to log, associate it to the campaign and then edit all properties to enter these. So much clicks and time required.
