Tips, Tricks & Best Practices

NDooly
Participant

Activity

SOLVE

Hi

I'd like to create the activity option to "Log demo" on a contact. I'm on the starter subscription. Thanks, Neal

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2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Activity

SOLVE

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: https://knowledge.hubspot.com/meetings-tool/how-do-i-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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Activity

SOLVE

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,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

View solution in original post

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2 Replies 2
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Activity

SOLVE

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,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Activity

SOLVE

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: https://knowledge.hubspot.com/meetings-tool/how-do-i-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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes