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Activity log choices - how to add more dropdowns?

  • 21 January 2022
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My Sales team do demonstrations of our software, we are wanting to track how many demonstrations they do per time period, but would also like to also build a report that shows how many demonstrations we have done for a potential customer. 

I thought of adding Demonstration (Demo) to the Log Activity dropdown, but I don’t see that ability, which leads me to think those are just standard selections only. 
 

Ideas how to track demonstrations separate from other meetings we have with them, then I think I can pull it into my activity insight (hopefully). 

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Best answer by Michelle from Copper 21 January 2022, 22:33

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Hi @Jodi! I just checked that you are an admin so you should be able to add that dropdown option. I made a mini walkthrough for you - let me know if you still have trouble accessing those options.

 

Userlevel 2
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Thank you @Michelle from Copper for that quick video. I knew I had seen it before, but forgot it wasn’t under the same place to create custom fields. 

 

Jodi

Userlevel 7
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@Jodi great, glad I could point you to the right direction. Let me know if you have any questions about those activity types or how to build that report for them. :slight_smile: