Property for timeline tracking

[BStandefer]

Is there a way to have a property that would have a list of timeline events you may have with a prospect customer, for example:

Introduction Call

Discovery Call

Company Presentation

etc

and it be a multi select field where when you check it was completed it adds the date.    This would be super helpful because you would not have to go back into the history and try to figure out what happened when

[Nhal]

Good call on wanting a simple way to track those steps without scrolling through the timeline. Quick question; do you want everything stored on the contact record, or would using logged activities be fine too? A setup I’ve seen work well is making custom checkboxes for each event (like "Intro Call," "Discovery Call," etc.), then using workflows that fill in a date field once a box gets checked. It’s a bit of setup at first, but once it’s rolling, it gives you a super clear view of what’s been done and when. Happy to walk through how to build it if that’d help!

[karstenkoehler · Accepted solution]

Hi @BStandefer,

This can be set up, but this does not exist out of the box. Before I do that, what you're describing sounds an awful lot like lead or deal stages. Are you sure you don't want to use the lead or deal object for this?

https://knowledge.hubspot.com/records/manage-leads

https://knowledge.hubspot.com/object-settings/set-up-and-customize-pipelines

If that's not an option and if you have a Professional subscription, you could approach this as follows:

1. Create a custom multiple checkboxes property: https://knowledge.hubspot.com/properties/property-field-types-in-hubspot
2. Create a contact- or company-based workflow (whatever corresponds to your customer), enroll records when new meetings are booked or completed, then add a branch to check which of the milestones was completed recently (one branch per milestone, filtering by meeting type, for example, and activity date), then use the 'Edit record' workflow action to append the value of the milestone to the custom property from step 1

It can be done and if you want to set it up, some nuances might come up during configuration. If you want to pursue this route, let me know / if you have any questions.

Also don't forget that you can easily filter the timeline of a customer by just meetings to see which milestones they have had: https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline

Best regards!