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
09-10-2019

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. 

 

 

______________________________________________________________________

 

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.

 

 

147 Replies
willcurran
Top Contributor

yes needed

saskia
Regular Visitor

+1 Customizable activity types

EmanuelTavares
Occasional Contributor

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
New Contributor

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
Occasional Contributor

We need to log custom activities please !

jules-deskeo
New Contributor

#NEED!

Maryke
New Contributor

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
Occasional Contributor

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

 

LinkedIn connect

InMail

Direct mail

Text message

 

etc. 

FaerieWhings
New Contributor

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
Occasional Contributor

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.