Beta - New Configurable Activity Buttons in CRM Records

What is it?

You can now configure which activity buttons appear in the top left of CRM records and reorder them to reflect the activities that are most important to you and your workflow.

Why does it matter?

Having the activities you use most readily available saves you time and clicks, so you can focus on providing exceptional customer experiences and driving revenue.

How does it work?

To create an activity:

You’ll continue to use the default orange activity buttons on the left sidebar to trigger the default activities (e.g., click the phone button to start a call; click the meeting icon to schedule a meeting). But now, instead of manually logging activities by clicking the “+” icon, you’ll be able to access an overflow menu with more activities you can select by clicking the “…” icon.

To configure activity buttons:

To configure which activity buttons are shown in the CRM record’s left sidebar:

1. Locate the “...” icon beside the default activity buttons in the CRM record to open the overflow menu.
2. Select "Reorder activity buttons."
3. Use the drop downs to change or remove which activities are shown and in what order they display.

Any activity types that are not selected will stay in the overflow menu under the “...” icon so you can access them at any time. You may choose a maximum of 5 activities to display in the highlight card and remove as many as you would like. The buttons you've selected will be the same across all record types.

Who gets it?

This feature is available to any HubSpot CRM customers who would like access. Contact your customer success manager or team to opt in.