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?
We appreciate all the feedback you’ve shared here to help our team evaluate this feature request. However, at this time, making call outcome selection required is not something our team is currently planning to build natively into HubSpot. This is certainly subject to change in the future and we will update this idea if that becomes the case.
As we progress in our current Calling priorities we will update here with more details on timing and plans.
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.
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!
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.
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!
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????
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.
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.
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.
