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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 optionsEquipo de producto de HubSpot
changed to: Idea Submitted
hace una semana

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
hace una semana

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 Product Team
changed to: In Planning
hace una semana

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

93 Comentarios
lp
New Member

This would be a really useful feature for my team, hopefully it will be added soon.

sheldonz
Asesor destacado

This would be very helpful for documenting the type of call that was made.  For example, a prospecting call or a customer service call.  We track KPIs based on the type of call and can't record that now.

KatieH
Asesor destacado

We would love for the call outcomes to be more specific for our business and reporting needs.

 

We require additional fields in this section. At this moment in time, Hubspot will only tell us that a call was connected/pitched to a decision maker and we want to add a field - 'Connected but declined' where using the reporting add on, we can filter those that have advised they are not interested in our service.

choicelocaladam
Occasional Contributor

It would be extremely beneficial to have a "no message left." Sometimes in the pursuit of connecting with a DM, you'll not want to bother leaving a message with a gatekeeper. 

akishaitas
Asesor destacado

It is exciting to see that this option is very popular. I request Hubspot gets on this as soon as possible to make it happen

Also,  guys (guys meaning software users) we donts want hubspot to create the categories for us because there is a huge diversity of what option to have

Wjat I am saying is for us (users) to have the ability to "RENAME" the optons as we see fit.

 

Pretty cool uh?

Lets get this done

DanielK123
New Member

Can we please can we have this avaliable as a feature in the future? 

Allen85
Asesor destacado
Hi folks,
 
This feature has now been added. It is actually more useful than we had hoped. You can customise the call types AS WELL AS select the outcome. This allows you to see how many calls, of a specific type "connected" for example. I would recommend scheduling a call with HS and they will help you with this. 
 
 This is the report you will want in order to view your stats - Calls made by Rep
 
 
I hope this is useful.
 
Allen
JasonC
Regular Contributor

@Allen85 

 

 
Spoiler
Hi folks,
 
This feature has now been added. It is actually more useful than we had hoped. You can customise the call types AS WELL AS select the outcome. This allows you to see how many calls, of a specific type "connected" for example. I would recommend scheduling a call with HS and they will help you with this. 
 
 This is the report you will want in order to view your stats - Calls made by Rep
 
 
I hope this is useful.
 
Allen
 
 

It has? Where do we put the custom fields in that we want?

JasonC
Regular Contributor

OK yes, @Allen85 is correct they did implement this.

Here are the instructions on how to add custom activities and call types.

  1. Go to https://app.hubspot.com/sales-products-settings/
  2. Click Sales on the left
  3. Click Call & meeting types on the left
  4. Click the switch next to Enable and customize call and meeting types for your team.
  5. Click Add another type
  6. Type your custom activity
BoomCloud
Occasional Contributor

The problem is not solved. I think majority of the people on this thread are needing the ability to customize the call outcome. The additional feature is great but it does not solve the initial problem.