Great Idea, but I think we should be able to make our own drop down options we would make a bunch such as “Stop In”, “LinkedIn Connect”, LinkedIn Message" etc…
This would be amazing. We have certain tasks we complete on each account as separate times. I would love the option to make those activities a category to log.
We’d like to be able to add a “proposal sent” activity option. We use a digital platform to execute 90%+ of our documents, but for the companies who need a format outside of our usual template, we have to send them a hardcopy (e.g. Word), and have had trouble finding a way to measure this.
I’ve been using Hubspot for many years and wondering if there a plans to subcategorize the log activities selections; specifically meetings. It would be nice for sales to be able to distinguish between internal meetings client meetings, and tradeshows or events and be given an option to time stamp the length of each meeting. On a weekly, basis I attend at least 3 internal or vendor partner meetings, 3 or 4 off site client meetings and at least one trade show. Being able to accurately report the different types would help my supervisor have a better sense of where my time is spent.
It would be useful to be able to playback at increased speed to review a call rather than having to listing to the complete call in ‘real time’.
I also would like to see more ability to customize activities: we need to be able to log things like “rec’d PO” , etc.
I think we should be able to make custom “Activity Type” and custom “Activity Result” that way we can also make a workflow to automate a task based on the type and result.
Example: Call with the result of no answer sends email 1
Call with the result of Voice Mail sends email #2
Hello,
On Deals, the only possible options for “Log Activity” are: Email, Call and Meeting. This is not enough to reflect the reality.
I would like to have the possibility to add live chat. That would be the option selected for the new Hubspot’s chat, for Intercom, messenger, whatsapp, etc.
We are in Singapore and the number one channel for communication is Whatsapp chat. Email and phone are “has been” here.
Yes, need to be able to customize the Log Activity types besides the default three. This is needed.
In our company we track activity for many things (i.e. calls, emails, etc.) we also would like to log drops (drop-ins) to prospects -- right now we are using tasks as a work around. The log activity should be customizable. In addtion, it is cruical for sales orgs to track reschedules and cancellations. When you log a meeting or schedule a meeting - when that date is/passes the system should require an outcome - moved to next step, cancelled, rescheduled (prospect rescheduled vs. rep rescheduled) etc. AND/OR when a rep moves a deal in the pipeline (top of the deals screen) it should require them to enter the meeting date - that way reps cant move deals forward / backward without data. Weve been using the history log to see when the movements are taking place but, this would be simpler. Thank you !!
Our sales leaders need to track discovery calls, on site product demos, and other measurable activities that cannot be accurately shoe-horned into call, meeting, email. Notes don’t cut it for measuring the productivity of our sales team.
To accurately measure productivity we need to be able to create custom activities, or sub-categories of activity, and these need to show up in reports. We eagerly look forward to HubSpot’s work in this area.
I also agree, there are many other activities we’d like to be able to log. I.e. Contacted via FB, linkedin etc
This would be very helpful for us as well. I would like to track my team’s activity at a more granular level.
hi
it would be awesome if you could add in a few extra task types. We especially need a task type = SMS as we do a lot of follow up SMS messages to our leads.
Perhaps task types could be customizable?
thanks
Is there not a way to edit “Task Type”? I cannot find it and seems like a very needed option.
This is a needed feature.
Often i chat with potential leads via LinkedIn Messaging and I would liek to record this correctly and paste the contents of the discussion rather than report in hubspot as a logged email/call
This should be standard functionality for users to define the type of Activity used to reach the customer
Only having Call/Email/Meeting is very early 2000’s
I would like configurable list of types, but if you could give us an “Other” category some of us could limp by until you can take the time to make it customizable.
+1. Communication isn’t limited to the standard answers listed within the site.
Email, Call and Meeting are useful categories to Log Activities, and Email, Call, and To Do (essentially, Other) are useful for Tasks, but they’re not enough.
If opening these lists to additional categories would cause problems, could HubSpot perhaps allow us to create custom sub-categories, underneath the existing three, so we can make our reporting more useful?
For my reps, site visits are a KPI with annual quotas and weekly reporting. In my reports, I need to be able to differentiate a site visit from other types of meetings (virtual, trade show, seminar, poker game, bat cave, etc.).
In another thread, @tommaff says he needs to be able to mark a location, with similar requests from @Andye and @ebarajas:
https://community.hubspot.com/t5/CRM/Task-types/m-p/22620#M2073
Elsewhere, @CDC says she needs to be able to log that a Christmas card has been sent, while @vipinderpanchal needs to be able to record a demo or presentation:
https://community.hubspot.com/t5/Archived-Discussion-Board/How-do-I-log-an-activity-that-is-not-one-of-the-three-options/m-p/2911#M1286
(If you’re here because you received notice of my mentioning you, please up-vote the original post at the top of this thread, and ask your team members to do the same. Let’s get this vote count up so we can get a response.)
HubSpot, please consider adding a way to allow users to customize those Task and Log Actvity categories. In a system with so many customizable fields, this limitation makes no sense. Thanks.