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!
Our team is currently evaluating the best way to give users more logging options. If anyone would be interesting in speaking with us (the product team) about their use case, feel free to shoot me a direct message and we can set up some time to talk!
We want to do something like this down the road but there are a few roadblocks in our way before we can get there.
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:
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.
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.
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