@NDooly if you need more information than just the activity date, at a glance from the contact index page, yes, a manually maintained property is the only option in the free CRM.
Keep in mind however that this is probably one of the things that will be neglected on a busy day. It is double work and will probably feel like a chore to reps.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
I lead the sales function, so this property (with text) allows me to get an brief overview of the specific next steps on each deal without having to speak directly with the AE. The column with date of next activity doesnt give a brief overview of next steps, its just a date. The text within the property is another safeguard to make sure that the AE's are updating their deals in the CRM (free version).
@NDooly if you need more information than just the activity date, at a glance from the contact index page, yes, a manually maintained property is the only option in the free CRM.
Keep in mind however that this is probably one of the things that will be neglected on a busy day. It is double work and will probably feel like a chore to reps.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Could you explain how exactly you're going to use this field? Why exactly do sales reps need to maintain this and why is them scheduling a meeting not sufficient?
This definitely feels like double work. A static text field could also cause issues when meetings are rescheduled, for example.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer