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 

165 Kommentare
Berater

+1 that would be a very helpful feature for us. When a colleague sends a task they should be able to choose between priority 1 / 2 /3 and the assignee should be able to see the same prioritisation for the task.  

Mitwirkender

Yes, please!  I would really like to be able to customize the activity types since the sales prcess is much more than just emails, meetings and calls.  It includes dropping by and seeing cients at networking for example. As Director of Sales I want to be able to run reports based on all these activity types. 

Berater

Would like to request this too, it would be very helpful for our sales managers to report. 

Mitwirkender

I also agree - since we cannot add tasks to a queue from the mobile app, we can at least give tasks a certain type and add them to a queue more easily once on the browser platform. Being able to use custom task types would help increase the usefulness of the mobile app.

Mitwirkender

Ideally this would be a drop down where the admin can add the types of activity relevant to their users and then it's easy for the users to log activity.   Like direct mail, met at networking event, drop by, etc.

Stratege

YES, Admin defined activities.

Berater

It's amazing to me how much activity this thread has received.  Just so everyone knows, I was told the functionality has been added to HubSpot...but only if you pay for more expensive packages. 

Stratege

There is some customization to meeting types I believe, but not the flexibility we are asking for.

 

BTW share this with your users and get more vote ups!

 

Berater

Hey, @PhilOPSCOM. Unfortunately, despite the obvious demand for it and even more obvious need for it, this feature has not been implemented by HubSpot. We were told it was in Beta, but they misunderstood and that was a completely different feature. There is no update, to my knowledge, on when this will be available.

Neues Mitglied

Would love to be able to create my own Task Types. Like: Mail, Brochure, Postcard etc.

Berater

Yes we would like to tag all of our hottest prospects with a certain call type that our reps could filter on. 

Stratege

this would make the CRM an essential tool in #ABM!

Stratege

yes needed

Stammgast

+1 Customizable activity types

Berater

Today I had a terrible experience.

I put new contacts in Google Contacts and the Hubspot was updated by Zappier.

To my surprise, it duplicated the contact on Google Contacts and worst, without the telephone number.

It is difficult to use.

Mitwirkender

Log an Email does not fit/is not the same as Log Text Msg/Chat... I do a lot of communicating via text message, FB Messenger, LinkedIn, etc.

Berater

We need to log custom activities please !

Berater

#NEED!

Mitwirkender

Yes I would also love this feature.

I would like a task type like 'follow up'

 

because my Personal assistant can adjust the type from 'to do' to 'follow up' and then I know that she has atleast started with the task.

Berater

Definitely helpful; various task types should be customizable and could include a number of types: 

 

LinkedIn connect

InMail

Direct mail

Text message

 

etc.