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?
When HubSpot doesn't listen to its users that makes it difficult to justify going to bat for the product when executives start looking at alternatives. Your users expect to see improvements to the existing product, not just new offerings that you charge more for. This is a simple fix that could be accomplished in any sprint. Why not get your Product and Development teams to listen to your users rather than flat out ignoring them?
Our reps are unable to follow process, so we are in desperate need to have these fields be required. This is preventing us from creating additional automatic workflows including feedback loops, follow up emails, etc. Because these are the optimal triggers.
Great Idea - we would find that veyr helpful (our previous CRM had this ability which really helped with consitent reporting amongst the team as everyone had to fill in the fields). It would be great if you could add this HubSpot! Thanks.
I'm having to do some fancy footwork to land a 110 seat HubSpot Enterprise deal. The client is leaning toward Salesloft as they have this functionality! Even though HubSpot is better on the whole for their requirements! Please fix this HS product team!
Make a Workflow (Contact + Company) that creates a Task and assigns it to the individual Sales Rep when a Call outcome is unknown.
Could be problematic finding the right owner if more people work on the same contact/company; or if the Owner is not equal to the one calling on the contact. -> Shared Task queue could be the solution then (or implementing a Hubspot User category for this workflow particular.
We are excited to announce we launched the ability to make call outcomes required!
Once this setting is enabled, when seated reps in your account place an outbound call from the HubSpot browser or log a call, the ability to save the call will be greyed out until they select a call outcome.
To enable this feature:
1. Admins, Navigate to the Settings icon in the top right corner of your screen.
2. On the far left menu panel, scroll down to the Tools section. Click "Calling."
3. On the Calling page, click the "Call Configurations" tab.
4. Click the check box next to "Make call outcome required."
5. Click Save.
*This setting is currently for outbound calls placed from the HubSpot browser or logged calls. This functionality does not require call outcome logging for inbound calls, mobile calls, or imported calls.
@SHall Just to let you know that it does NOT work for logged calls. I've checked with support and they've advised me that the internal documentation noted that it won't work for logged calls. But on all external documentation, it is noted wrongly that it applies to logged calls as well.
Hi @NKolev and @HubspotterOHIO ! I just reached out in a seperate email to grab examples from you. The build for this does solve for manually logged calls and outbound calls. This worked in testing portals before we launched, so I would love to chat you briefly to see what is occuring and escalate to my engineering team from there. Thank you!
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