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.

 

 

193 Commentaires
Nouveau contributeur

Fully agree, this is something we would like to edit.  Ability to tailor task types would just be one additional level of detail that is very meaningful.  I agre with Cwand, make it like the call & meeting types functionality.  

Salarié HubSpot
Salarié HubSpot

I also really want this! also to be able to report on all the different task types for all the users in a portal.

Contributeur occasionnel

+1 that would be a very helpful feature for us. When a colleague sends a task they should be able to choose between priority 1 / 2 /3 and the assignee should be able to see the same prioritisation for the task.  

Nouveau contributeur

Yes, please!  I would really like to be able to customize the activity types since the sales prcess is much more than just emails, meetings and calls.  It includes dropping by and seeing cients at networking for example. As Director of Sales I want to be able to run reports based on all these activity types. 

Contributeur occasionnel

Would like to request this too, it would be very helpful for our sales managers to report. 

Nouveau contributeur

I also agree - since we cannot add tasks to a queue from the mobile app, we can at least give tasks a certain type and add them to a queue more easily once on the browser platform. Being able to use custom task types would help increase the usefulness of the mobile app.

Nouveau contributeur

Ideally this would be a drop down where the admin can add the types of activity relevant to their users and then it's easy for the users to log activity.   Like direct mail, met at networking event, drop by, etc.

Contributeur de premier rang

YES, Admin defined activities.

Contributeur occasionnel

It's amazing to me how much activity this thread has received.  Just so everyone knows, I was told the functionality has been added to HubSpot...but only if you pay for more expensive packages. 

Contributeur de premier rang

There is some customization to meeting types I believe, but not the flexibility we are asking for.

 

BTW share this with your users and get more vote ups!

 

Contributeur occasionnel

Hey, @PhilOPSCOM. Unfortunately, despite the obvious demand for it and even more obvious need for it, this feature has not been implemented by HubSpot. We were told it was in Beta, but they misunderstood and that was a completely different feature. There is no update, to my knowledge, on when this will be available.

Nouveau membre

Would love to be able to create my own Task Types. Like: Mail, Brochure, Postcard etc.

Contributeur régulier

Yes we would like to tag all of our hottest prospects with a certain call type that our reps could filter on. 

Contributeur de premier rang

this would make the CRM an essential tool in #ABM!

Contributeur de premier rang

yes needed

Visiteur régulier

+1 Customizable activity types

Contributeur occasionnel

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.

Nouveau contributeur

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.

Contributeur occasionnel

We need to log custom activities please !

Contributeur régulier

#NEED!