Account & Settings

camillebois
Member

Create a call properties

It would be great to be able to add calls properties. For now, we can create properties for contacts, companies, and other objects, but not for calls, which is a shame.

6 Replies 6
Ruurd
Participant

Create a call properties

Totally agree! We have a bunch of custom properties on the call object in our current CRM to track different types of calls. We'll lose all this insight when migrating 😕 

The call type feauture is very limited; would be great to have an Call object like any other to customise, so that I can define internal names (like a dropdown). 

0 Upvotes
BGrant18
Member

Create a call properties

I'll second that request @camillebois . 

 

For my company, we would like to track calls by the product they are pitching on that call. 

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Create a call properties

Hi @camillebois,

 

Could you elaborate what you would do with these call properties? There are already custom call and meeting types and outcomes, see here: https://knowledge.hubspot.com/calling/create-custom-call-and-meeting-outcomes

 

(This feature is limited to Sales and Service Hub Professional or Enterprise.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
KOC95
Member

Create a call properties

Are we able to use the call outcomes in filtered contact views?  For example I'd like to create a list of those contacts who have had the call outcome of Interested in the last month. I know that we can do that in the call tracking view, but is it possible to make the call outcome a contact property to be able to see that on a contact level?

ZGoodman
Participant

Create a call properties

I would also appreciate being able to filter contacts based on call outcomes.

0 Upvotes
DianaGomez
Community Manager
Community Manager

Create a call properties

Hi @ZGoodman hope you are doing well. 

 

This is possible as we can see in this knowledge base, however you're required to have (Sales Hub Professional or Enterprise).

 

Hope this helps clarify,

 

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes