Call dialogue templates

Good afternoon

I was wondering if it would be possible to add templates to the call dialogue box.  I use the HubSPot dialler and as part of my sales role I have to gether specific information to qualify a client.  When I have spoken to a client it would be good to be able to click on a template to fill in the relevant information.  Ie I use the MANTC method of qualifying a meeting and if I have done that I would like to be able to choose a template that allows me to comlete those directives as such

 

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0 Upvotes
1 Reply
HubSpot Product Team
HubSpot Product Team

Hi there,

 

Thanks for submitting this idea! We currently have a feature called Playbooks, which solve for this need. You can essentially create call scripts with note fields that you can access during a call. While you're calling the contact, you can take notes in the playbook and save this information to the contact record. This feature is currently available for Enterprise customers. More information can be found here and on our knowledge base here.

 

Caitlin