HubSpot Ideas

bfelker

Make Call Outcome required

 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?

HubSpot Updates
July 01, 2021 12:29 PM

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.

Being Reviewed
May 19, 2020 02:51 PM

We're currently evaluating this enhancement  and will update this issue with more information in the next few months.

73 Replies
HubspotterOHIO
Member

Salesforce allowed us to make the call result a required field. Hubspot needs to be able to do this ASAP. This no value really screws up our reporting on BDRs activities. Thanks!

Hail
Member

Great Idea

MattF
Contributeur de premier rang

I would expand upon this as well for Meeting Outcome. Have the user sent a notification after the meeting complete time prompting them for an outcome that is required.

mbthomas
Member

Our org has the same requirment.

 

Flo_bi
Member

+1 for the ability to make it mandatory 

Allicat
Member

This would be sooo helpful. There are so many things to remember when updating a call that little things like choosing a call outcome gets missed. I've had countless training sessions with my sales reps, but there is no way to totally eliminate human error. This would definitely help eliminate human error! 

Ben7
Contributor

Any update on this please HS? 

Tessa3
Participant

Good morning,

 

I would love to see the option to make the call & meeting types/outcomes required.

We are tracking these results in a dashboard, but we notice that people don't fill them in so far and it is a bit hidden and not required. 

 

Thank you

Tessa

JusinP
Participant

+ 1 for this, really needs to mandatory for all reps.

sbernier
Member

PLEASE PLEASE PLEASE Give the option to make this a required field!

MDreimann
Member

Very important issue to fix ist!

 

HubspotterOHIO
Member

Come on HubSpot...it's time to make this field required in February of 2021!!! Salesforce would have turned this on in a matter of days or the Salesforce Admin could make it a required field. What's the holdup????

OVillamonte
Member

I would love to see this feature. It is important for reporting. Expecting reps to remember will always end in error.

JSRowland6
Member

This is an essential functionality to have.  We just moved onto Hubspot from Freshworks this past week and we could readily make these critical fields mandatory in FreshWorks so reports actually make sense to drive behavior.  Already after an hour today on Hubspot we have over 50 that are missing data and I have to prompt team members to go back into and correct the missing data.  I hope this gets resolved soon.

ARana0
Participant

This has been under review since May 2020. Is there any update on this. This is basically functionality in other CRMs...

SComeau
Contributor

We really need this functionality to report on what type of meetings and calls are generating business!

enorberg
Participant

I second this idea, although I'm not sure how it would work with the calendar integrations or upcoming meetings (you won't know the outcome yet). Although even if it was required only when adding a call7meeting through the CRM, and only when it's already occured, that'd still be a huge help.

enorberg
Participant

Very keen on this feature too! 

BradCarter
Member

We would love to see this implemented, as with call/meeting outcome. Our team are missing about 5% of call/meeting types when logging activities - mandatory selections would be amazing to see.

EdgarTichelaar
Participant

hello guys, this simple request is under review for about a year now, can't be such a big deal, right?

 

please add the option to make the call outcome required, it's much needed!