Hi
I’d like to create the activity option to “Log demo” on a contact. I’m on the starter subscription. Thanks, Neal
Hi @NDooly,
This is unfortunately not possible at this stage, not in any subscription.
For now, you would have to log meetings – most companies set up a meeting type for demos: Create and use call and meeting types (This requires a Sales Hub Professional subscription or higher.) At the moment, this can’t be done in a Starter license, unfortunately.
However, other users have requested custom activities before: https://community.hubspot.com/t5/HubSpot-Ideas/Create-custom-activity-types/idi-p/946036
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.
Have a great day!
Hi @NDooly ,
Can you use Log a meeting to accomplish the same thing? You can then add a comment to the meeting to denote that it was a demo.
If you had professional I would suggest that you add ‘Demo’ as a meeting type and track it that way, but unfortunately this isn’t possible with starter.
Thanks,
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| Louise Hare she/her |
| Freelance HubSpot Expert |
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