GlassHive’s Custom Activity Types give sales teams the flexibility to track the moments that actually move deals forward. Instead of forcing your process into rigid, one-size-fits-all activity types. GlassHive allows you to define and log the interactions that reflect how your team truly sells.
By capturing the right touchpoints, reps gain clearer visibility into their accounts, leaders get more meaningful reporting, and everyone benefits from more accurate forecasting. It’s a smarter, more adaptable way to ensure your CRM supports your sales process.
To set up Custom Activities, start by selecting "Account".
Next, select "Account Settings."
Once you're in Account Settings, scroll down and select "Custom Activity Types."
From here, you can add custom activity types by selecting "Add Custom Activity Type."
Once your Activity has been created, click "Add Custom Activity Type" for it to be saved and appear on contact profiles for use as well as reports.
