Sales Activity Cloumn

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

is it possible to include a sales activity type column in the HubSpot list? I know about the activity filters, but I want to know how to add a sales activity type column.

2

Hi @AppuMurugan,

What exactly would you want that column to show?

Best regards

3

I want to see what are all the sales activities they have done. Like Calls, meetings, Text messages, Emails, etc…

4

Hi @AppuMurugan,

Some of this exists, some doesn’t. Here are some properties you could add as columns:

  • Date of last meeting booked in meetings tool: the date of the meeting that is booked the farthest out from the current date. For example, if a meeting is booked for December 1st, and another meeting is booked for December 7th, the property value will appear as December 7th.
  • Last activity date: the last date and time a note, call, tracked and logged sales email, meeting, message, task, or chat was logged on the contact’s record. This is set automatically by HubSpot based on the most recent date/time set for activity. For example, if a user logs a call and indicates that it occurred the day before, the Last activity date property will show yesterday’s date.
  • Last contacted: the last date and time a chat conversation, call, sales email, meeting, or message was logged for the contact. This is set automatically by HubSpot based on the latest date of activities in the record. For example, the Last contacted property in the record will show yesterday’s date when a user logs a call that occurred the day before.
  • Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in.
  • Last sequence enrolled date: the date the contact was enrolled into a sequence. This is the date a user enrolled a contact in a sequence, not necessarily the date of the first step that executed.
  • Next activity date: the date of the next upcoming activity for the contact. This is set automatically by HubSpot based on user actions in the contact record. This includes logging a future call, sales email, or meeting, scheduling a future meeting, or scheduling a task to be completed in the future. Emails and tasks scheduled in a sequence do not update this property.
  • Recent sales email clicked date (Sales Hub Professional and Enterprise only*:disappointed_face:* the date of the last time that the contact clicked on a sales email.
  • Recent sales email open date: the date of the last time that the contact opened a sales email. This property does not update for emails that were sent to more than one contact.
  • Recent sales email replied date: the date of the last time that the contact replied to a sales email sent from your connected G Suite or Outlook 365 email account.

These would be separate columns you can add on the contact index page or within a contact list.

Best regards!