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
Customizing "log activity" and Task type in HubSpot SalesCommunity Manager
changed to: Idea Submitted
12-20-2018

Hi everyone, I'm going to update this idea as 'Idea Submitted'. To be fully transparent, the mistake was mine in interpreting these discussions as the need to customize Call & Meeting types - this feature was in beta and is now live (details below).

 

However, I understand that the need here is to identify, track and report on custom activities. I have made a note of this change and demand and will be taking this to Product, I know this is something they are aware of and reviewing but I do not have any further update at this time. To set expectations the next report I bring to the Product team will be early January. 

 

I apologize for the miscommunication here and will endeavor to get you an update on this idea. 

 

 

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How to set custom call and meeting types:

 

How it works

  • Navigate to Settings > Sales > Call & Meeting Types.

  • Click “Enable Call and Meeting Types.”

  • Add your types.

 

Inline image 1

  • Then, when you’re logging an activity from a record in your CRM, simply click “Select Call Type,” and choose your desired type.

Inline image 2

 

What about reporting?

With the update, call/meeting type is now represented in two pre-built reports within the report library, and can also be used to build custom reports.

 

The two pre-built reports look like this, and live under "Prospecting:"

  • Call and meeting totals (by type). Holistically, are there trends in the types of calls/meetings your team is having?

  • Call and meeting leaderboard (by type). This report shows you the total number of meetings and calls each of your reps are having, by type. Did one rep have more pre-qualification calls, while another had more demo calls? Use this report to find out.

 

In addition to the pre-baked reports, Reporting Add-on or Sales Professional users can create custom reports using the Call/Meeting Type data.

 

 

151 Replies
SeanMcProperty
Regular Contributor

Would love to track Direct Mail, SMS/WhatsApp and Social Media Messaging

Fraser
Occasional Contributor

Definitely in favour of this, it would help me hugely to have an "Initial Outreach" task type that could then be filtered out so as not to get in the way of more pressing, warm leads. These could then become the focus once the more pressing tasks have been completed.

thinkfuture
New Contributor

Weighing in here - would love to be able to track the most popular social media engagements - ESPECIALLY LinkedIn. I do a ton of contact via LI and adding that would be awesome. 

HeadHunterSthlm
New Contributor

My company would also benefit immensely from this.

WendyMitrovich
Occasional Contributor

This is a great idea and I could definitely make use of this feature too.

Sbstn
New Contributor

Would be great to customize the log type.

BryceCurry
New Contributor

Fully agree, this is something we would like to edit.  Ability to tailor task types would just be one additional level of detail that is very meaningful.  I agre with Cwand, make it like the call & meeting types functionality.  

HubSpot Employee
HubSpot Employee

I also really want this! also to be able to report on all the different task types for all the users in a portal.

marianneslam
Occasional Contributor

+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.  

Suecooks
New Contributor

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.