HubSpot Ideas

EDouglas

Log Call On behalf of other users

We have reps who don't are pushed for time and struggle to note up their own calls. 

 

We would like the option for other users to log a call on their behalf. Currently the user who logs the call is noted as the one who makes the call - I would like to be able to change whose call it is.

 

This will massively help value, as skilled reps would be able to spend longer on calls to customers, and can move quicker onto more calls if other users are able to log the call. This way they will spend longer in front of customers, and still have their call numbers accurate.

 

Other CRM's do use this functionality.

 

See below screen shot for idea of where it could work.

Thanks.

 

EDouglas_0-1713179238955.png

 

 

 

1 Reply
SL01
Member

Brilliant idea, we are in the same situation. Definitely needs to be implemented by HubSpot.