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?
We plan to start the beta for this feature in a couple of days. If you are interested in being a part of the beta group, please direct message me your Portal ID. Please note that this feature is only available for Sales & Service Professional and Enterprise customers.
Apologies for the silence here. We just started engineering work on this feature and hope to have a beta out by end of the month. I will keep you all posted on the progress we are making. Thank you for your patience.
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.
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.
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.
Re: Customize Call Outcome options - changed to: In Planning
+1 in support of this idea. This feature will seriously improve our hubspot experience and make it far more useful for us. Please count me for the beta program. I see this has been a popular community request since 2017 so hopefully it's not far from release now.
Apologies for the silence here. We just started engineering work on this feature and hope to have a beta out by end of the month. I will keep you all posted on the progress we are making. Thank you for your patience.
@vvadlamani excellent news it is in engineering. Does the beta include the option of making the call outcome itself a required field before logging/saving?
We plan to start the beta for this feature in a couple of days. If you are interested in being a part of the beta group, please direct message me your Portal ID. Please note that this feature is only available for Sales & Service Professional and Enterprise customers.
The beta is going well, but it was my understanding that with the customization of outcomes was the ability to make the call outcome field mandatory/required. Am I missing something?
Tracking call patterns is next to impossible if Hubspot allows for the call outcome field to be skipped when logging a call.
