Customizing "log activity" in HubSpot CRM

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
Re: Customizing "log activity" and Task type in HubSpot Sales - changed to: Idea Submitted
Dec 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.

 

 

170 Comentários
Colaborador Ocasional

It would be nice to be able to create a "Proposal" task type.

Colaborador Iniciante

We ould like to be able to edit the task types to make them more relevant to our business, we would still keep call, email, to-do etc. but add others in too.

Colaborador Ocasional

What a great idea. Customisable "Task Types" would make life a lot easier for our Sales Team, and asks could then be used to report on KPI's! 

Equipe de Produto da HubSpot
Equipe de Produto da HubSpot
Status atualizado para: Being Reviewed

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!

Colaborador Iniciante

We need a basic way to create and track different tasks, like LinkedIn and WhatsApp or any other that teams need to create and track.
PipeDrive has it and HubSpot has been discussing this since February 27, 2017.

It’s sad.

Visitante Frequente

Great Idea. We want to be able to track task types that are for prospects from a specific, low value contact list, but do not want those tasks to interfere with other tasks that are "real" against vetted opportunities.  It is kind of like a task priority but taht is also not modifiable.  We want to be able to filter these out of some taks reports (eg. current tasks overdue)

Colaborador Frequente

Chiming in to say that we would use this!

Colaborador Iniciante

Yes, seconded!! I really need this for tracking comments/conversations on social media. 

Colaborador Iniciante

Waiting for solution (it make sense to add Skype, WhatsApp, etc.).

Colaborador Ocasional

a sales calendar to accurately measure productivity need to be able to create custom activities and these need to show up in reports (eg office days vs site visits etc).