Customize Call Outcome options

I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?

HubSpot updates
Customize Call Outcome optionsHubSpot Product Team
changed to: In Planning
10-30-2019

Hey everyone!

 

I have some good news for you all! We are picking up this feature for development. Since rolling out this feature requires coordination between multiple product teams, I don't have an exact timeline now but hope to share more details soon.

 

I would love to recruit some beta test users when we are ready. Keep an eye out for my updates. 

 

Thank you for your patience while we work on delivering this feature. 

 

Regards,

Vijay Vadlamani

Customize Call Outcome optionsHubSpot Product Team
09-12-2019

Hi everyone, 

 

First off, apologies for the back and forth on this feature request over the past week. 

 

My name is Vijay Vadlamani and I recently joined HubSpot as a Product Manager in charge of Email and Calling Features within the HubSpot CRM. I'm here to provide an update on this feature request.

 

My team is currently working on improving the core infrastructure and performance related issues with calling which will make the calling experience reliable, fast, and that just works for our customers across all regions. This means we are unable to immediately deliver on additional customization features such as this one at this point in time and I unfortunately don't have an exact timeline. However, we realise the value this feature adds and your feedback here will help us priortize once we accomplish our immediate objective - to make calling fast and reliable for all our customers.

 

Thank you for your patience and I will keep you all posted on our progress.

 

Regards,

Vijay Vadlamani

Customize Call Outcome optionsHubSpot Moderator
changed to: Idea Submitted
04-26-2019

Hi HubSpot Community! 

 

We're continuing to evaluate the possibility and details surrounding  "Customized Call Outcome Options". However, at this point I am going to move this idea backwards to the "Idea Submitted" stage as we are not actively planning to deliver this in the coming weeks or months. We're continuously focused on building great products that can help you grow better, but at this time our efforts are focused around rounding out our core offerings as opposed layering on customization. 

 

That said, we certainly see the value in allowing customizable call outcomes and will update this issue when we re-shift our focus towards solving this problem. 

Customize Call Outcome optionsHubSpot Product Team
changed to: In Planning
09-11-2018

We're planning on adding this functionality! Stay tuned for further updates.

120 Replies
tdb
Occasional Contributor

This is an URGENT requirement? It's a necessity for any B2B company - and I'm actually wondering why this is not possible yet! 

choicelocaladam
Occasional Contributor

It's already built in. If you the admin go to setting and create your own call & meeting outcomes. 

akishaitas
New Contributor

OK... so I am saying something totally different.

I am not talking about "CALL TYPE" this is perfect the way is set up because I can customize myself

I am talking about CALL OUTCOME

THere are are six different options

  1. no answer
  2. busy
  3. Wrong number
  4. left life message
  5. left voice mail
  6. connected

We can not expect Hubspot to add options that user want to add because it would be un-managable. People would come up with all kinds of different options

 

HERE IS WHAT I AM SAYING

Let us users create ourcustomized options for CALL OUTCOME then we can name them what ever we want

 

Thats it...

 

Lets get this done boys and girls at development

cbartlett
Regular Contributor

Yes please! It’s very surprising to me that you can’t customize this or have a separate field similar to outcomes for any other identifier that’s in a format that can easily integrate with Salesforce and/or be reported on such as product line. So it would almost be the equivalent of “campaign” in the marketing software but for logging activity via the sales tool. For instance a field to identify product line that the sales person talked about or I can think of many other identifiers different companies may need. So have the option of one or two additional fields for activity/tasks that you can customize and report on. 

StephenDB
Regular Contributor

Yes, this would be really useful.  We find the task functionality very limited, and not customizable enough.

BryceHarenburg
Occasional Contributor

This is a great idea! For us, we would like to be able to record when the call is an incoming call that we just logged, versus actual outreach by our sales team.

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

We're planning on adding this functionality! Stay tuned for further updates.

Scubasteve13
New Contributor

Please add the ability to add other outcomes to the call meeting outcomes. In our business we have kids that do not set up their voicemails, disconnected, Hung up on, etc. If we were able to add more outcomes like the call type, etc.

TroywithChalk
Occasional Contributor

I am just adding my comments on this feature. I think the ultimate solution is that this should be user-defined. I love that you give us some options to start with, but I want to be able to get a bit more granular with this, as an example, I want to have an option for Connect - Meeting Set

am_23
Occasional Contributor

I want to be able to see whether the outcome of a call was "not connected" to the right person, "connected" but not a quality conversation, or a "quality conversation" where that is defined as gaining an additional piece of qualifying information

boltsoftware
Occasional Contributor

Yes This is a huge issue for us. 

 

Its very surprising that we do not have the ability to control the outcome of an activity. This is CRM and Sales Tracking 101. 

PawelSales
New Contributor

Yes,

we have been struggling with this option for the last couple of months.

We came up with some ideas but they are not very clear. I saw that other competitors have this options like Marketo. Anyway, I hope to get it soon, so it will help us.

ernestoschweize
New Contributor

I also would like to be notified when this finally comes out!

JTeiwes
New Contributor

I would love to set up new call outcomes too

HubSpotMaster
Advisor

This is important to allow for individual business types to customize for their team and process

essell
Occasional Contributor

Is there any date on the roadmap for adding this? We desperately want to move from Base (now Zendesk Sell) and are blocked due to not having call outcomes available. Please implement this feature soon!

LMW242
New Contributor

I would like to be able to customise these properties too.  We set objectives for calls, and measure outcomes.  If we are able to customise then I could use HubSpot for a 'call outcomes' report rather than using a spreadsheet.  C'mon HubSpot! there are no negatives for making this customisable for those users who wish to tailor to their business objectives.  Linda

Leigh_Simpson
Occasional Contributor

I'm adding my vote to this request.

 

This is a pretty basic function, and I'm surprised that it hasn't been resolved yet.

 

Come on HubSpot developers - give us some news!!

teddyf
New Contributor

Amen. Customizable call/meeting/etc outcomes (and the ability to report on them ie: marking a Meeting type as Showed or No Showed) are necessary to use this for a long time instead of eventually moving to salesforce.

1572119
New Contributor

I am also casting my vote towards this!