We want to log what has been discussed during the call and build a report around it.
I know there is a property in the call log, called ‘call outcome’. But we can’t use that property, because we can’t add specific sales team call outcomes to the general ‘call outcome’ property.
And it’s not possible to add another property to the ‘log call screen’.
Does anyone has a solution for us, so we can log what the call was about and use it in our reports?
If possible also with notes attached, so the manager can see what has been discussed with the customer.
I would recommend using the call/meeting type options for that. You define a series of types, e.g. discovery call, demo call, consulting call, etc.
You can then build a report using showing those types, normally combined with the outcome “connected” as that means the call has taken place.
Building a report with notes is possible but I reckon is going to look messy. Don’t forget almost all reports in HubSpot are interactive l, meaning they can be filtered and drilled down into. As long as you include the call notes in the data these can then be shown when someone clicks into all “discovery calls” in the last 30 days for example.
However I’ve discussed this option with the sales manager, but he doesn’t want the sales team to fill in the playbook every time they had a call. So I won’t be using it.
I’d recommend the playbook tool, too, as described by @Lucila-Andimol. This seems to be the best solution. However, you may also create a process with custom properties and workflows, i.e. you create a new property for the call outcomes specific to your sales team and instruct the members to update these properties after logging a call (e.g. with the help of a workflow to ensure they fill out these properties post-call). Your team may then use notes for detailed descriptions, which you can report on with the help of the custom report builder, see here.
Let me know if you have questions.
Best regards
Adriane
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Hi @Adriane thank you for your response and giving me another option. However this sales team doesn’t call from Hubspot, so I can’t create a workflow after logging the call. Or is it possible to use the log call screen as the trigger in a workflow?
I tested it several times and it worked very fine. You may need to give it some time, though. In my case the workflow needed a few minutes to come into action. You may also want to work with labels to prevent to trigger the workflow when additional activity types will be added in the future.
Let me know if you have still questions.
Best regards
Adriane
Did my post help answer your query? Help the community by marking it as a solution.
Did my post help answer your query? Help the community by marking it as a solution.