CRM

MMorse8
Miembro

Customize Activity

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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 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Customize Activity

resolver

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

 

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6 Respuestas 6
iladelph19
Colaborador

Customize Activity

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Wake up HubSpot!

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codingcyclist
Miembro

Customize Activity

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HKilavos
Participante

Customize Activity

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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
Miembro

Customize Activity

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Is it possible now?

 

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MMorse8
Miembro

Customize Activity

resolver

Thank you for this insight! Appreciate the response. 

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Customize Activity

resolver

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.