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Add contact properties for call activity

In case our telemarketer team wants to filter their daily phone activity we need an automated property based on their phone activity, i.e. "Last phone date"

HubSpot updates
14 Comentários
CamChalk
Mitwirkender

For some reason there are all these options to sort by e-mail opens, clicks, sent date, but ZERO options to sort by Calls.

 

The calls get lumped into a generic "last contacted date" - This is pretty useless.

 

The entire point of e-mailing someone is to get them on the phone, so why doesn't this exist.

 

Mila
Neues Mitglied

Hi guys, when I go through the call queue, after a've done a call I remove it from the queue. It would be good to be able to keep track of who I've called - to track and analyse my work during the day/ week etc.

danny9063
Neues Mitglied

This would be a great addition.


Please do this!

 

mrraso
Neues Mitglied

This should be an easy and very effective addition. Considering this is a sales and marketing tool, i'm very surprised this hasn't been done.

TimB
Neues Mitglied

 It's silly this isn't already a thing in a SALES tool.  Can we get this happening?  Would suck to have to move to another CRM because it's lacking this very obvious functionality.  

JMagee
Mitwirkender

This is a vital area of functionality for proper prospecting, and I really hope that it is implemented quickly.

 

Right now, the "Last Contacted Date" field is updated whether I email or call someone; there is no way to get more granular down to "Last Emailed Date" or "Last Called Date."  

 

I am well-versed in how to use Task Queues to sort out who I'm calling or emailing on that particular day, but as of right now there is no good way to filter my contacts to find who may have slipped through the cracks.  If there were a "Last Email Date" or "Last Call Date" filter, I could easily sort my contacts to see who I hadn't reached out to in a while via one of those specific methods.

 

This is Prospecting 101.  Please, please, please add this as a filtering option as soon as possible.  Thank you!

rci698
Mitwirkender

I agree, it is incredibly important to be able to distinguish last date called from last date emailed. Without this, it's very difficult to effectively organize follow-up outreach efforts.

PiteRock
Sachkundiger

Yes, is very necessary. We have a cuality team, his mission is hear calls of our executives and improve them. So if we can find the calls Instantly, it would help the team a lot

MattRo
Neues Mitglied

I would be happy if they could just add a search feature to find anyone you have called that hasn't answered.

pverma
Berater

At times, we want to know when did we connect over phone with our customers and last contacted date does not convey this information as it changes with sales/marketing email.