Reports on specific call outcomes
Aug 18, 2016 9:55 AM
I’m new to Hubspot CRM, hello everybody!
I have a team of 10 salesmen who use a homemade CRM for the moment and we’re doing the transition to HS CRM now.
In our former CRM, we use a predefined list of call outcomes that help us monitor the quality of the leads we call and our phone activities (for example, #unreachable if a lead has be called 3 times without being reached, #fake_number if a lead has a wrong phone number, #no_answer if a lead does not answer etc.).
I understand that you can register phone calls with Hubspot CRM but how can I build a report with my call outcomes hashtags? If I want to know how many fake/wrong numbers if have in a sample of 100 leads, it would be useful to have access to this information.
Is there any way to achieve this? I thought of logging a call with the word #fake_number in the comment section, but I won’t manage to build a report that integrates this hashtag in it.
Many thanks in advance for your help