CRM

MMorse8
メンバー

Customize Activity

解決

Hi, 

 

Can I add customized Activities to the companies profile page? I want to add activity other than just the standarded listed ones: Activity, Notes, Emails, Calls, Tasks, Meetings. 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Customize Activity

解決

Hi @MMorse8,

 

As far as I know this is not possible, no. After requests from users, HubSpot recently introduced new activity options recently, see below:

 

karstenkoehler_0-1665634972951.png

 

For anything that does not fit these categories, I'd recommend logging a note.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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8件の返信
amansa
メンバー

Customize Activity

解決
@MMorse8shadow fight 2 wrote:

Hi, 

 

Can I add customized Activities to the companies profile page? I want to add activity other than just the standarded listed ones: Activity, Notes, Emails, Calls, Tasks, Meetings. 


Yes, you can add customized activities to a company's profile page by using the platform's API or customization options, depending on the CRM or software you're using. Many CRMs allow you to define custom activity types through their settings or with custom fields. Check the documentation or settings of your CRM for more details on adding custom activities.

0 いいね!
iladelph19
投稿者

Customize Activity

解決

Wake up HubSpot!

codingcyclist
メンバー

Customize Activity

解決
0 いいね!
HKilavos
参加者

Customize Activity

解決

Other types of activities fit outside of this. I host lunch & learns or have people stop by with gifts. We send Christmas cards. Sometimes it's nice to track something outside of a note. I want to know who I met at a lunch & learn or conference. I would also like customization with how this is tracked

SLienhardt
メンバー

Customize Activity

解決

Is it possible now?

 

0 いいね!
MMorse8
メンバー

Customize Activity

解決

Thank you for this insight! Appreciate the response. 

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Customize Activity

解決

Hi @MMorse8,

 

As far as I know this is not possible, no. After requests from users, HubSpot recently introduced new activity options recently, see below:

 

karstenkoehler_0-1665634972951.png

 

For anything that does not fit these categories, I'd recommend logging a note.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

DYadgar
メンバー

Customize Activity

解決

How do i activate this> ?

 

0 いいね!