HubSpot Ideas

GHuber7

Allow to turn off native automation in the lead prospecting tool

In prospecting, leads automatically move to "attempting" when a user sends and email or calls a lead. We have various automated emails and SMS messages that go out to leads right away so they are automatically switching to attempting even if one of our BDRs has not touched the lead yet and it is causing us difficulty in identifying the leads that still need to be worked. It would help if we could disable this automation and just update lead stages manually. This would go for the "connected" stage as well.

2 Replies
Pferrara
Participant

need resolution on this 

ASchulz
Participant | Platinum Partner

@GHuber7 agreed- I also think the ability to specify which actions progress- IE exclude automated SMS and include manual outreach for stage progression.

@hubspot support- is this on the roadmap at all for update?

Thank you!