Contacts

How can I manually log a call, email, or meeting on a contact record?

Last updated: March 6, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: Free, Professional

You can log a call, email, or meeting on any contact record in your HubSpot Sales or HubSpot Marketing account by locating a specific contact record and using the + Log Activity feature.

Follow the instructions below to use this feature:

  • Navigate to your Contacts:
    • In HubSpot Sales, you'll do this by navigating to Contacts from the top menu.
    • In HubSpot Marketing, you'll do this by navigating to Contacts > All Contacts.
  • Locate the contact record you want to log an activity for and click on the name of the contact.
  • Once in the contact record, click the + Log activity tab located at the top.

  • The box below will allow you to log the activity accordingly. You can choose to Log a call, Log an email, or Log a meeting
  • Click into the text box to describe your activity. When logging a call, you can use the Select an outcome dropdown to categorize the call. Click the Log activity button to save. 

  • Note that you can also change the date and time of the activity you are logging.

  • Once saved, this logged activity will display on the contact record timeline.

  • Any logged activities will also contribute toward the Productivity numbers in your Sales Dashboard.

  • To edit or delete a previously logged activity, find and click on the activity on the contact's timeline. Click Actions and then Edit to make changes or Delete to remove the activity from the timeline.