Dealer Activity Logging - GWC

Learn how to create and manage your dealer activities from the company object through the meetings logger tool.

Starting 12/15/25 we have migrated the process of logging a dealer activity from the custom GWC Dealer Activity Object to logging a meeting using the native meeting logging tool on a company record.

To log a dealer visit - first search for the Company Record. If the company does not yet exist in HubSpot, create a new record. 

Once you are on the Company record, click on the "activities tab" at the top, followed by the "meetings tab". Then click "log a meeting". 

The meeting logger will pop up for you to fill out.

You will have the option to add attendees, outcome, type, date, time, notes, and the ability to create a follow-up task for the meeting.

When adding the "type," you will want to use one of the following: Account Management, Prospecting, or Re-Engagement.

Once you have entered all information about the visit, click "Log meeting."

You will then see the meeting appear on the "activities" tab on the company record, as well as any records associated with the meeting.

You are able to add comments to the meeting once it is logged, and can edit any information that was originally set. 

If you need to send a follow-up email about the meeting, you can do this directly from the company record as well, by navigating to the "activities" tab > "email" tab, and clicking "create email."

If you need to connect your email, follow the steps outlined in the Email Connection Knowledgebase Article.