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.
+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.
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.
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.
abr 30, 201911:36 AM - editado abr 30, 201911:36 AM
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.
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.
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.
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