Custom properties for Activities (Tasks, Meetings, etc.)
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc.
Examples:
- Calls: Aircall has to "print" text into the description for the call output
- Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed.
- Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't.
As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type.
Absolutely essential to be able to differentiate different task (activity) types .... can't understand why HubSpot doesn't have this as native configurability .. even our 1998 Goldmine CRM had this capability !!
Does anyone else need this because it's not possible to put a person in 2 primary teams? Reporting on activities makes it a lot harder and without custom properties on actitivities not possible in certain situations.
AGREED. Just this past week I spent HOURS reassigning tasks. If we could just sort them by the STATE the ASSOCIATED COMPANY was in, it would have saved me so much time.
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