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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
Creating a custom "type" of taskGestionnaire de communauté
changed to: New
07-26-2017

151 Commentaires
Bumblelion
Nouveau membre

Is there a way to add custom task "types" ? Currently i only have the option to choose from Email, Call or Meeting. I'm wondering if I can create custom "Types" ie. Text Message or Fax ?

 

 

Thanks

hshafter
Contributeur régulier

Direct Mail was also something that our company was interested in tracking.

Along with that, we wanted a way to track project delivery interactions versus sales/prospecting contacts -- since we use the CRM to track all communication with the client, including logistics and invoicing.

I think if HubSpot just added these 2 options, it might not be necessary to open up entirely to customization. I understand the value of using a set number of activities to track metrics.

sellerdoer
Nouveau contributeur

I LOVE that you added options for logging calls (e.g., reached, left message, etc.)

 

I'd like to have a category other than email, meeting, and call. 

 

I sometimes send direct mail or handwritten notes. I'd like that to be a fourth option. 

 

Thanks. 

MSFTWNESH
Nouveau membre

This feature is very critical to my workflow.  I currently use insightly as a CRM, but wanted something that I could have more users for free.  I love the way I can create and customize as many "Categories" as I want to "code" my tasks.  The  "Deal" Pipeline & Stages feature is a similiar concept to "coding", but cannot assign the "Deal" to someone else to complete a particular stage.  Maybe I'm missing it, but I cannot find a way to assign a Deal to someone else.  With Insightly, I can easily assign the task to someone, we can then make notes on the task, change the code (type), and make our notes and it remains in their queue until it's assigned to someone else or marked complete.  Please go to Insightly to see how they have their task options set up.  I will continue using Insightly for now, but feel free to email me when this feature is more flexible.  Thank you


@Bumblelion wrote:

Is there a way to add custom task "types" ? Currently i only have the option to choose from Email, Call or Meeting. I'm wondering if I can create custom "Types" ie. Text Message or Fax ?

 

 

Thanks


 

David_Kennedy
Nouveau contributeur

Yes PLEASE!

 

Please add an "Other" to Log Activity so I can type: "reached out on LinkedIn" or "filled out contact form on website" or whatever, thanks!

 

David

JasonC
Contributeur régulier

Great Idea, but I think we should be able to make our own drop down options we would make a bunch such as "Stop In", "LinkedIn Connect", LinkedIn Message" etc...

ndwilliams3
Conseiller régulier

Text message option

norsini
Nouveau contributeur

+1 vote

 

In regards to logging e-mail, be able to mark the message as message being "received" from a person.

mlynch
Contributeur régulier

I agree...this would be a great feature and will enable greater use of the Task workflows

SarahN
Contributeur régulier

This would be amazing. We have certain tasks we complete on each account as separate times. I would love the option to make those activities a category to log.