Customizing "log activity" and Task type in HubSpot Sales

Hi HubSpot Development Team, 

 

I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. 

 

Thanks for considering!

Grayson 

HubSpot updates
152 Replies
HubSpot Moderator
HubSpot Moderator

Hi @CWand   Great suggestion. Moving this to the Ideas forum for further comment. Can you ad a bit more context on how this would help your business and workflow? 

 

Thank you,

Ed Justen

 

CWand
Occasional Contributor

Very similar to call types. It would be great to have task type. By customising the task types we can be very specific about the type of tasks. The more specific the tasks, the clearer the instructions.  We would be able design specific workflows

bryan_hoffman
New Contributor

+1 - I'd like to have an On-Site Meeting as a task type. 

psx
Occasional Contributor

Hi

Is it possible to add custom activities that can be logged on a contact? Now there are call, email and meeting.

TMF1090
Occasional Contributor

This woud be an excellent feature. I moved tghe company from a competative CRM that had a Task list that was customizable and printable.  The feature allowed the sales team to drill down by Deal, Contact, and or Company.  Almost like we see when we open a 'Deal". Is very helpful when we have reps working multipal deals within a one company.

Justinboucher
Occasional Contributor

Yes, I would also like to know this. Direct Mail is big aspect of our marketing and we need to track this as an engagement not just a note so we can work out the success. 

jpmartin1121
New Contributor

I'm upvoting the crud out of this... 

 

DrewEconsys
Occasional Contributor

Our business tracks "Meetings" tasks in different buckets to track productivity and traction within the sales stages of our pipeline. We'd love to differentiate between Initial Meetings vs. Product Demos. Generally, customizing or the ability to add Task types would be useful for our business.

alexarangog Visitor | Platinum Partner
Visitor | Platinum Partner

 I agree... I need personalize the activity with chat messaning from Whatsapp o text messages systems.

cbartlett
Regular Contributor

Yes please! I am replying to any thread that relates to this because we didnt realize it did not do this and we just purchased Hubspot sales. It seems crazy that this would not be an option to customize these options as literally every business works so differently. Even if you have one field that is not editable (in this case outcomes), add another field that is just customizable similar to custom contact properties. There is nothing customizable at all about the acitivty logging which seems very rigid. What if someone wants to assign the task to a specific campaign or product line. This is an option on marketing side so its seems odd that this would not be a consideration for sales especially in the era of marrying sales and marketing. Please consider for being a top priority! Oh and this editable/customizable option should integrate with salesforce Smiley Happy