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.
We have goals for sales reps for make calls / meeting also with new and existing customer. If I cannot register those acticities to get measurement then how can I check does my reps reaching their goals? As a Sales Director I do not have time to check every call/meeting note is that new or existing customers but instead of that I want build a KPI dashboard to see that -> and if needed more detailed information - then I am drilling into notes/memos.
This is a question of sales strategy how I want my reps diving their week time - how much time they are using with existing customer and how much trying to get new ones. If you know better way to check that - plz let me know...
For example this can be done with Pipedrive what we used in the past.
Here "Puhelu" (blue line) is a call for a existing customer, "Tapaaminen" is a meeting with existing customer and Puhelu (uusi asiakas) is a call to a new customers that we do have existing contract but trying to get one... So now I have immediatly idea that this rep used his time mainly with existing customer but didn't have a single meeting with new customer (just trying to get meetings with calls).
@mcpaha when I said you need to look at the contact level if he is new or existing, I meant you need to report on the contact level.
Example: count activities with type = phone, related to a contact that has a lifecycle stage = customers ===> that would give you the phone calls made to existing customers and can be achieved with cross-objects reporting (Reports > Accross data set > Choose Activities and Contacts).
What this feature request is about being able to activities type, in order to have more than the existing ones. Activities types (in real life) can be phone, email, whatsapp message, meeting, sms, etc.
I understand what this feature request is about.. But if activities types are customized then it is decision of HS user what kind of activity types the want to use (and get reports & dashboards) based on types... So could be also answer to me if there will be more types and name of types would be free to write.
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.
Navigate to Settings > Sales > Call & Meeting Types.
Click “Enable Call and Meeting Types.”
Add your types.
Then, when you’re logging an activity from a record in your CRM, simply click “Select Call Type,” and choose your desired type.
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 createcustom reports using the Call/Meeting Type data.
Please please push to make customizable activities a thing @roisinkirby
Hubspot is so good at so much, but lagging behind in so many critical areas. I want to see the company succeed and am a huge brand advocate, but software deficiencies like this make it difficult to defend when comparing against other CRM's.
Additionally, I completely understand and tell myself all the time that your team must get hundreds of product requests and fulfilling them all is virtually impossible. What's beyond discouraging though is that this thread is closing in on 2 years old, has 135 upvotes, and does not appear to have made any headway. The Hubspot support team is trained to tell users to submit a product request on the community board and upvote other existing posts - but its threads like this that give me (and I imagine many others) zero confidence in this idea's forum capability to bring change. There have been other ideas threads that I've come across over the last year or so and are closing in on 2+ years (like this one discussing the implementation of freezing headers) which I still can't believe have not been corrected and add my ill will towards the ideas forum.
It's tough because I imagine a combination of both timing and logistics doesn't allow you to satisfy all of your user's concerns and ideas, but I just wish we'd see more out of the product team in response to these threads. As I said, I so strongly believe in the Hubspot value prop and want nothing more than its continued success but at some point, there needs to be stronger emphasis placed on product growth and incorporating the feedback of the day-to-day users.
I hope we can get this product update - along with many of the others closing in on 2+ years old - implemented early on in 2019.
This would be so useful for LinkedIn Messages or Social Media channel interaction with prospects/customer. Looking forward to seeing this option available!
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.
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.
