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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 

123 Replies
LucaNet
New Member

Would be a great option if we can customize it. We for instance want to track support related activities for our customers

ssd
Occasional Contributor

So much of our outreach is through LinkedIn -- it would be helpful to have that as an option, in addition to Email, Call, and To-Do on tasks, both for planning and for analytics/tracking.

mregan
Occasional Contributor

This feature is crucial to tracking our sales outreach. Nowadays, a ton of business is conducted via LinkedIn, and the abillity to quickly check the box for activity on HubSpot will save us time and leave less margin for error when recording our outreach.

ssd
Occasional Contributor

In addition, this would be helpful for cadence templates.

DonMohammes
New Contributor

 Upvote!
I have the same issue. We need to be able to specify various tasks such as;

Customer Demo

Video call

On site meeting

ChrisZimmerman
New Contributor

Yes, need to be able to customize the Log Activity types besides the default three.  This is needed.  

Community Manager
Community Manager
updated to: Idea Submitted
 
aalberti
New Member

In our company we track activity for many things (i.e. calls, emails, etc.) we also would like to log drops (drop-ins) to prospects -- right now we are using tasks as a work around. The log activity should be customizable. In addtion, it is cruical for sales orgs to track reschedules and cancellations. When you log a meeting or schedule a meeting - when that date is/passes the system should require an outcome - moved to next step, cancelled, rescheduled (prospect rescheduled vs. rep rescheduled) etc. AND/OR when a rep moves a deal in the pipeline (top of the deals screen) it should require them to enter the meeting date - that way reps cant move deals forward / backward without data. Weve been using the history log to see when the movements are taking place but, this would be simpler. Thank you !!

bradstevens
New Member

Totally agree - it's tracking real customer outcomes that makes the difference in our work, and while delas are the big chunk, building relationships and tracking that along the way would be more helpful than whether a phone call was made.  So a customised list of outcomes and corresponding reporting would do the job here.

 

Unless there's another way to look at this within Hubspot?

Stanczak
Regular Contributor

Our sales leaders need to track discovery calls, on site product demos, and other measurable activities that cannot be accurately shoe-horned into call, meeting, email. Notes don't cut it for measuring the productivity of our sales team.

 

To accurately measure productivity we need to be able to create custom activities, or sub-categories of activity, and these need to show up in reports. We eagerly look forward to HubSpot's work in this area.