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. 

 

 

______________________________________________________________________

 

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 Kommentare
Neues Mitglied

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

Mitwirkender

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.

Mitwirkender

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.

Mitwirkender

In addition, this would be helpful for cadence templates.

Mitwirkender

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

Customer Demo

Video call

On site meeting

Mitwirkender

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

HubSpot-Produktteam
HubSpot-Produktteam
Status aktualisiert zu: Idea Submitted
 
Neues Mitglied

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 !!

Neues Mitglied

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?

Sachkundiger

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.

Berater

I also agree, there are many other activities we'd like to be able to log. I.e. Contacted via FB, linkedin etc

Mitwirkender

This would be very helpful for us as well. I would like to track my team's activity at a more granular level.  

Sachkundiger

hi

it would be awesome if you could add in a few extra task types. We especially need a task type = SMS as we do a lot of follow up SMS messages to our leads. 

 

Perhaps task types could be customizable?

 

thanks 

Mitwirkender

Is there not a way to edit "Task Type"? I cannot find it and seems like a very needed option.

Berater

Often i chat with potential leads via LinkedIn Messaging and I would liek to record this correctly  and paste the contents of the discussion rather than report in hubspot as a logged email/call

 

This should be standard functionality for users to define the type of Activity used to reach the customer

 

Only having Call/Email/Meeting is very early 2000's

Berater

This is a needed feature.

Berater

I would like  configurable list of types, but if you could give us an "Other" category some of us could limp by until you can take the time to make it customizable.

Mitwirkender

+1. Communication isn't limited to the standard answers listed within the site. 

Berater

Email, Call and Meeting are useful categories to Log Activities, and Email, Call, and To Do (essentially, Other) are useful for Tasks, but they're not enough.

If opening these lists to additional categories would cause problems, could HubSpot perhaps allow us to create custom sub-categories, underneath the existing three, so we can make our reporting more useful?

For my reps, site visits are a KPI with annual quotas and weekly reporting. In my reports, I need to be able to differentiate a site visit from other types of meetings (virtual, trade show, seminar, poker game, bat cave, etc.).

In another thread, @tommaff says he needs to be able to mark a location, with similar requests from @Andye and @ebarajas:
https://community.hubspot.com/t5/CRM/Task-types/m-p/22620#M2073

Elsewhere, @CDC says she needs to be able to log that a Christmas card has been sent, while @vipinderpanchal needs to be able to record a demo or presentation:
https://community.hubspot.com/t5/Archived-Discussion-Board/How-do-I-log-an-activity-that-is-not-one-...

(If you're here because you received notice of my mentioning you, please up-vote the original post at the top of this thread, and ask your team members to do the same. Let's get this vote count up so we can get a response.)

HubSpot, please consider adding a way to allow users to customize those Task and Log Actvity categories. In a system with so many customizable fields, this limitation makes no sense. Thanks.

Gast

That's good to hear, roisinkirby. Is it possible to sign up for the Beta? We're currently working to transfer our data from our old CRM over to Hubspot, and having that particular feature activated would save us a lot of headache in developing workarounds in the task tab to avoid data loss.