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?

[bfelker]

Hi @AFD, @NKolev @HubspotterOHIO ! Thanks for your patience as we corrected this. The ability to require call outcomes for manually logged calls is restored. Let us know if you have any questions/feedback. Thank you! 

[bfelker]

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!

[bfelker]

Hi HubSpot Community!

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.

[bfelker]

Hi Community!

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. 

[bfelker]

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.

[bfelker]

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

[SuaniaC]

This would be great to have! Sometimes our team does not fill this correctly, and our reporting is not accurate. 

[PJafari]

It is a good idea in order to keep track of our sales and generate useful data

[sbernier]

I see this has been "Under Review" since May 2020. Can anyone in HS provide an update on where this enhancement is on the roadmap?

Please and Thank you!

[M4tr1xN30]

@mfreiert Would be good it we could get an update on this 👍

[Bareld]

Supported

[CCano]

@jmangiameli Hi! Is there any update on the development of the mandatory call outcome and call type when logging a call? This would make our processes to be more efficient. Thanks a lot!

[Flo_bi]

The HubSpot team's last update is from over half a year ago. Any updates?

[JIrrgang]

Seems like this idea has been in review stage for quite sometime! It only makes sense to have this call outcome field required as agents will tend to miss doing so which messes up important data and reporting. Most other CRMs have this feature. Does not seem like a hard fix to make this happen.

[CMcElvaney]

This request was put in 2018.. What's the estimated time of launch? It's been 4 years?

[HubspotterOHIO]

HubSpot says they care about their users but on this request, no one in leadership is listening. Come on man!!!

[CCano]

Dear HubSpot team,

Can you please give an update on the development of this feature? Having it is becoming crucial the more our sales team grows. 

 We have been waiting 2 years for this, and we see there are other users already waiting for 4 years!! 

Is there any hope it can be released in the coming months?

Thanks!

[VEmbrechts]

Hi @jmangiameli,
Hope you've had a great year. Wanted to draw your attention to this again because this would help out a lot of people. 
Any update on if this is being looked at by the team? 

[APineiro1]

We need this for meeting and call types please - it's crazy they can be saved without this because so many reports and analytics rely on this!

[RMalik]

+1. Need this on urgent basis. No matter how much training you give, there are times when Sales Team forgets to enter a call outcome/meeting outcome option. Please bring this functionality on urgent basis.

[CMcElvaney]

What my company did as a workaround was make a workflow. The workflow is: If the call outcome is incomplete then a task is created for the activity owner within 2 hours of the when the call was completed. 

[JChu8]

+1 for this idea. Salesforce has this feature. Outreach does as well, but I'm told by their sales team that they don't support Hubspot. Starting to see the limitations of Hubspot bs Salesforce as we grow our sales function. 

[SHall]

Hi Community!

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. 

[Armadillo]

Hello Hubspot

I personally think you are losers, there has been so much support for this, it would be a very simple fix for your IT engineers, but I guess that would drop your Net profit by $2000 which would be sad

[HubspotterOHIO]

The HubSpot team is NOT listening!!! Get with it and try to understand the business development and lead generation world. WE NEED THIS YESTERDAY!!!!

[M4tr1xN30]

Wow - Not currently planned?

We've seen ideas with less upvotes, being implemented. 

I wish I could say I'm shocked, but I'd be lying. 

Please do better.