Make Call Outcome required

bfelker

 Today call outcome and call type are optional fields for someone who is logging an activity. I need to make them mandatory so that a rep cannot log an activity without populating those 2 fields. How do I do it?

58 Replies
SarahMayo
Contributor

I agree, please allow us to make call outcome (and potentially notes) a required field.

lomana14
Member

@mfreiert Do we have any update on this?

MariaWL
Member

+1 for this

MattiRuuska
Member | Diamond Partner

+1 for this!

Valiant
Member

Agreed! Would be great to be able to make it mandatory for any logged activity.

Allicat
Member

@mfreiert Are there any updates on this?

jmangiameli
HubSpot Product Team

Hello HubSpot community,

Thank you for your continued feedback.

Allowing call outcomes and types to be required is on our list of things we’d like to do. However, the list of calling improvements is long and resources are limited. At the moment this is a lower priority compared to some of the other things we’re working on. We're continuing to keep an eye on this use case and we'll be sure to update this thread when this is a more near-term deliverable.

EdgarTichelaar
Participant

indeed, if were only applied (optional) for call outcome that would be a win!

EdgarTichelaar
Participant

too bad it's low on the list, it seems like a quick win to me, and it is what's keeping us from using the calling from hubspot service as a whole

ARich
Participant

This is an important feature that we would like to see rolled out. 

CMurphy1
Member

We NEED this!

MFranklin6
Member

Unbelievable this isn't a feature, will have to switch to Pipedrive

SComeau
Contributor

We REALLY need this functionality. These are great reports under the Sales Analytics section of HubSpot but reps are not forced to enter a call or Meeting outcome. This is terrible for tracking. How can we have reporting metrics called "Call Outcomes" and "Meeting Outcomes" and not force reps to use them. HUGE miss! Please fix this.

 

Marco_RR
Participant

+ 1 for this

KJONES8
Member

Yes pls! This would be very helpful! kkj

BHennessy
Member

Hi HubSpot, 

Is there any update on this? Logging calls accurately is massively important for continuous improvement and provides significant business insight.

MMetros5
Contributor

We need this!

MBarnes
Participant

This would be a very useful feature! Our reps consistently forget to select the call outcome and we have workflows built off of that.