Do you write notes in Call Task or Call Log?SOLVE
Nov 10, 2017 12:31 AM
If I create a call task and make a call, it creates two separate activity records (the task and the call).
Where do *you* put the notes?
Sometimes it seems that the call notes feature is a little redundant because it doesn't relate to the call task.
I'm verging into feature request territory here but wouldn't it make more sense to append a call to a task as a history of trying to complete that task?
Solved! Go to Solution.
Nov 10, 2017 4:48 PM
Typically when I'm going through a Call Queue, I automatically hit Log Activity as soon as I dial the number because it will automatically timestamp for when the call begins. I then log the notes of what happened for the call in the Call Log.
Once that's complete, I copy that and add it onto the Task as well. So for example, if I have to call back because I didn't get through and I want to utilize the same Task (HubSpot doesn't really seem to understand tasks are rarely resolved immediately upon making a phone call, and you also rarely get through to the Contact on the first try), it would go like so:
Make note in Call Log > Front Desk (mary) said Kyle was unavailable, try back.
Hit "Save & complete task"
Go down to Task & hit Edit
After my current notes for the Task, add on "*11/10: Front Desk (mary) said Kyle was unavailable, try back."
Mark Task as Incomplete
Go back to the top of the Queue and hit "Skip task"
A bit clunky and redundant for sure, but it's the only way I've found to efficiently move through Tasks without having to create a new Task for every single call I make and then having to scroll through a long list of Tasks just to get a feel for what I'm trying to do (especially when the overall intent is the same).
I find it beneficial to have that info in both places because you can filter a Contact (or Company) Timeline by Calls and just see all of the calls in one place, and yet I still also need that info all together as it pertains to the current project without having to sift through a lot of stuff and piece it together.
HubSpot's Tasks appear to be designed for a very specific type of workflow, so I've had to come up with a lot of workarounds to make them useful for me. I hope that at least gives you some ideas for how else to approach them!