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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
154 Commentaires
Nbrooks101
Contributeur occasionnel

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

harlanjesse
Nouveau contributeur

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.

Suecooks
Nouveau contributeur

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.

mitchellkp
Contributeur de premier rang

YES, Admin defined activities.

PhilOPSCOM
Contributeur occasionnel

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. 

mitchellkp
Contributeur de premier rang

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!

 

rentpingmike
Contributeur occasionnel

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.

Wavelength
Nouveau membre

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

allieccollins
Contributeur occasionnel

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

mitchellkp
Contributeur de premier rang

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

willcurran
Contributeur de premier rang

yes needed

saskia
Visiteur régulier

+1 Customizable activity types

EmanuelTavares
Contributeur occasionnel

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.

streemer
Nouveau contributeur

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.

sergiodavid
Contributeur occasionnel

We need to log custom activities please !

jules-deskeo
Nouveau contributeur

#NEED!

Maryke
Nouveau contributeur

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.

SamanthaH
Contributeur occasionnel

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

 

LinkedIn connect

InMail

Direct mail

Text message

 

etc. 

FaerieWhings
Nouveau contributeur

I also think this would be a great addition. I have different types of tasks I perform and if I could edit the types in the drop down menu, it would cut back on having to type out the type of task I have to do for each and every task.

larryatvemo
Nouveau contributeur

Also adding a +1 for this idea.  We use tasks to manage a number of workflows and different types of to-dos for the team that we would like to be able to report out on.