HubSpot CRM Help - New Freelancer Welcome
Budget: $10 – $30 USD
I’ll pay a maximum of $30 for this project.
I’d like 3 hours of HubSpot consultation for basic HubSpot usage.
My VA is managing our HubSpot account. And she has the following questions:
1. GOAL - How can we edit the 'Activity' page to display all activities for each contact?
2. PROBLEM - We are ‘missing’ the following items on the 'Activity' page:
1. Logged SMS
2. Logged LinkedIn Message
3. Logged WhatsApp Message
4. Logged Postal mail
3. DETAILS - I attempted to check the Overview tab and filtered the RECENT activities by 'all activities,' but I could only expand up to three activities. I had to uncheck the boxes for other activities to view the logged SMS, logged LinkedIn message, and logged WhatsApp message. Now, since I can only find those missing 4 items on the 'RECENT' activity page, if it's not in the recent activities, I can no longer find it on the page. Where do I find those 4 items besides the RECENT activities?
4. SOLUTION WANTED - Are we able to edit the settings on the CRM itself, so that those 4 missing items could show on the 'Activity' page? If so, please provide instructions for future reference.
5. PROJECT COMPLETION is expected within 24 hours of the project being assigned.
I’d like 3 hours of HubSpot consultation for basic HubSpot usage.
My VA is managing our HubSpot account. And she has the following questions:
1. GOAL - How can we edit the 'Activity' page to display all activities for each contact?
2. PROBLEM - We are ‘missing’ the following items on the 'Activity' page:
1. Logged SMS
2. Logged LinkedIn Message
3. Logged WhatsApp Message
4. Logged Postal mail
3. DETAILS - I attempted to check the Overview tab and filtered the RECENT activities by 'all activities,' but I could only expand up to three activities. I had to uncheck the boxes for other activities to view the logged SMS, logged LinkedIn message, and logged WhatsApp message. Now, since I can only find those missing 4 items on the 'RECENT' activity page, if it's not in the recent activities, I can no longer find it on the page. Where do I find those 4 items besides the RECENT activities?
4. SOLUTION WANTED - Are we able to edit the settings on the CRM itself, so that those 4 missing items could show on the 'Activity' page? If so, please provide instructions for future reference.
5. PROJECT COMPLETION is expected within 24 hours of the project being assigned.