Hi HubSpot Development Team,
I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track “Direct Mail,” and I’ve seen others asking about logging texts and in-app messaging.
Thanks for considering!
Grayson
Is there a way to add custom task “types” ? Currently i only have the option to choose from Email, Call or Meeting. I’m wondering if I can create custom “Types” ie. Text Message or Fax ?
Thanks
I LOVE that you added options for logging calls (e.g., reached, left message, etc.)
I’d like to have a category other than email, meeting, and call.
I sometimes send direct mail or handwritten notes. I’d like that to be a fourth option.
Thanks.
Yes PLEASE!
Please add an “Other” to Log Activity so I can type: “reached out on LinkedIn” or “filled out contact form on website” or whatever, thanks!
David
Text message option
+1 vote
In regards to logging e-mail, be able to mark the message as message being “received” from a person.
I would like to be able to log an inbound call as such. We receive return calls or inquiries from customers and it would be helpful to identify when they contacted us as well as when we contacted them.
I also would love to track calls outbound and inbound, emails sent and received (especially when manually populating contact info from a previous CRM), as well as text conversations.
Until HubSpot develops an SMS service, I’m fine copying and pasting conversations from my Google Voice. It would just be great to have a designated place to do it in Log Activity. Currently, I log my text conversations as successful or unsuccessful calls rather than just notes, since I can track the date and time of the conversation.
Agree, inbound calls, inbound voicemail, and texting would make a difference to our company!
Would be a great option if we can customize it. We for instance want to track support related activities for our customers
Totally agree - it’s tracking real customer outcomes that makes the difference in our work, and while delas are the big chunk, building relationships and tracking that along the way would be more helpful than whether a phone call was made. So a customised list of outcomes and corresponding reporting would do the job here.
Unless there’s another way to look at this within Hubspot?
This feature is very critical to my workflow. I currently use insightly as a CRM, but wanted something that I could have more users for free. I love the way I can create and customize as many “Categories” as I want to “code” my tasks. The “Deal” Pipeline & Stages feature is a similiar concept to “coding”, but cannot assign the “Deal” to someone else to complete a particular stage. Maybe I’m missing it, but I cannot find a way to assign a Deal to someone else. With Insightly, I can easily assign the task to someone, we can then make notes on the task, change the code (type), and make our notes and it remains in their queue until it’s assigned to someone else or marked complete. Please go to Insightly to see how they have their task options set up. I will continue using Insightly for now, but feel free to email me when this feature is more flexible. Thank you
@Bumblelion wrote:
Is there a way to add custom task “types” ? Currently i only have the option to choose from Email, Call or Meeting. I’m wondering if I can create custom “Types” ie. Text Message or Fax ?
Thanks
I agree…this would be a great feature and will enable greater use of the Task workflows
In addition to Call, Email, and To-Do, a LinkedIn activity would be helpful for analytics tracking of daily tasks.
So much of our outreach is through LinkedIn -- it would be helpful to have that as an option, in addition to Email, Call, and To-Do on tasks, both for planning and for analytics/tracking.
This feature is crucial to tracking our sales outreach. Nowadays, a ton of business is conducted via LinkedIn, and the abillity to quickly check the box for activity on HubSpot will save us time and leave less margin for error when recording our outreach.
In addition, this would be helpful for cadence templates.
Upvote!
I have the same issue. We need to be able to specify various tasks such as;
Customer Demo
Video call
On site meeting
Empty
Direct Mail was also something that our company was interested in tracking.
Along with that, we wanted a way to track project delivery interactions versus sales/prospecting contacts -- since we use the CRM to track all communication with the client, including logistics and invoicing.
I think if HubSpot just added these 2 options, it might not be necessary to open up entirely to customization. I understand the value of using a set number of activities to track metrics.