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
changed to: Delivered
Mar 20, 2020

Hello everyone! 

 

This feature is rolled out to everyone. More details about how this will work and who it is applicable to here - https://knowledge.hubspot.com/calling/create-custom-call-outcomes

 

Thank you for all your feedback and patience for the last few months.


Regards,

Vijay Vadlamani

changed to: In Beta
Mar 8, 2020

Hi everyone, 

 

Checking it to see how the beta is going on. Please DM me with your feedback / comments. Plan to roll this out widely to everyone soon. 

changed to: In Beta
Mar 4, 2020

Hi everyone, 


Happy to announce that this feature is now in Beta! If you are interested in participating, please DM me your portal ID. More details about how this feature will work here - https://knowledge.hubspot.com/calling/create-custom-call-outcomes?hs_preview=rRZYTGJn-26596948209

 

Regards,

Vijay

changed to: In Beta
Mar 3, 2020

Hello everyone! 

 

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. 

 

Thank you for your patience.


Regards,

Vijay

changed to: In Planning
Feb 6, 2020

Hello everyone! 

 

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. 

 

Regards,

Vijay Vadlamani

changed to: In Planning
Oct 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

Sep 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

changed to: Idea Submitted
Apr 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. 

changed to: In Planning
Sep 11, 2018

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

137 Replies
New Member

This would be very helpful for us. I would love to create automated follow up calls when reps connect with a gatekeeper.

HubSpot Product Team
HubSpot Product Team
updated to: In Planning

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

New Contributor

That's some real good news! Smiley Happy

New Contributor

It looks good! 

if you want to have someone to beta, just let us know. We will for sure do it Smiley Happy 

New Contributor

It is a very good improvement, my team would also use this function to make a better tracking calls proccess. Is it created? I cannot see this function in my account

New Member

I would love to be able to beta test the customization on the Call Outcomes!

Regular Contributor

Hi do we know if they released this? I will really like to customize those call outcomes

 

New Contributor

Me too, can we customize it? we need it to have the proper data

New Contributor

Please sign me up for the beta testing when the time comes.

 

We would like to customize call outcomes but more importantly in customizing is make the outcome feild mandatory so we can better and accurately  track call reporting for our sales people

Occasional Contributor

Hi @vvadlamani please add me to the list for beta testing this feature when available. Thank you! 

New Contributor

@vvadlamani  Hi! Would love to be able to test this feature. Pelase add me to beta testing list! Smiley Happy 

Occasional Contributor

Currently have sales reps asking for this, is it on the horizon? Would love to beta on this.

New Contributor

@vvadlamani I am running into a situation where I was wanting to do this, today.

 

If you have this in Beta, I would love to join that beta.

 

Doc

Regular Contributor

@vvadlamani I'd love to beta test this if/when it's an option.

 

We'd like to add custom options that match up with some of our lead statuses (for example, Not Interested or Bad Timing), and then be able to use the call outcome to update lead status, taking a step off of our sales team that is often overlooked.

New Contributor

Why?

New Contributor

I've waited long enough. HubSpot has some issues that need correcting. They should have been implemented from the start. There are quite a few other areas of HubSpot where this is possible already. Yet, they say they need to test this rigorously before they can release it. they've got problems with other parts of their software as well. They've also got problems with their staff listening. These are features that should be part of the software and we shouldn't need to ask for them.

 

After a year of using their software I'm bailing and going somewhere else. It's not a robust service, it's got too many holes in it, features that should already be there are not available the basic level of $50 but require you to jump to $400 a month. For a small business that's too much. Simply adding a contact to a business should bring over the business information, but you have to manually input it again. I'm told that a $400 upgrade will solve my problem.

 

anytime I open an email that's being tracked I get four or five notifications that it's just been opened. It drives me nuts. Figuring out who is real and who was a ghost.

 

I will now watch tracked emails get opened Time after Time after Time for an hour from a user day after day. It makes me wonder if they're tracking software is even working correctly.

 

non-response and slow response to request like this make me ill every time I pay that $50.

 

I'm starting to feel like HubSpot is more of an idea for billing and we'll get the CRM part of it right down the road. I'm not going to be part of an overall beta which I feel HubSpot is. For that reason, and the fact that this still remains open months later, I'm bailing and not going to be your customer anymore. 

Occasional Contributor

Hi,

 

Can we get an update on this? 

Advisor

Looking for an update here as well. 

Occasional Contributor

really need this!

Occasional Contributor

I think we should be able to edit these like we can edit call/meeting types.