CRM

MMorse8
Membre

Customize Activity

Résolue

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. 

1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Customize Activity

Résolue

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.

Voir la solution dans l'envoi d'origine

8 Réponses
amansa
Membre

Customize Activity

Résolue
@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 Votes
iladelph19
Contributeur

Customize Activity

Résolue

Wake up HubSpot!

codingcyclist
Membre

Customize Activity

Résolue
0 Votes
HKilavos
Participant

Customize Activity

Résolue

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
Membre

Customize Activity

Résolue

Is it possible now?

 

0 Votes
MMorse8
Membre

Customize Activity

Résolue

Thank you for this insight! Appreciate the response. 

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Customize Activity

Résolue

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
Membre

Customize Activity

Résolue

How do i activate this> ?

 

0 Votes