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.

[SHall]

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! 

[Radek]

Hi,

Thank you for implementing this functionality.

Are you planning to do simillar functionality for Meeting outcomes?

It would be very useful.

[TSansico]

Hello, I need this too. We want to better govern our calls, and for instance how many calls are related to a cold call, how many are a demo for example and so on. Same goes for the outcome, it's good to know how many meetings were created, but how many of them did actually happen?