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
August 31, 2023 04:56 PM

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! 

August 29, 2023 08:01 AM

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!

Delivered
August 28, 2023 07:30 AM

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.

 

unnamed (15).png

 

 

*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.

 

Not Currently Planned
June 22, 2022 03:51 PM

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. 

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.

102 Replies
blueview1901
Member

One of the call outcomes says 'No Value' Other Call Outcomes are:

 

  • Connected
  • Busy 
  • Connected 
  • Left live message
  • Left voicemail
  • No answer
  • Wrong number
  1. Make call outcome semi-mandatory so you cannot leave the page without a pop-up advising/reminding that you have not given an outcome to the call. "Are you sure you want to leave this page?"
  2. Allow the customization for a report that allows you to see WHO all the "No Value" calls were to so they can be:
  •     updated
  •     training opportunity for the caller to be taught what they should be doing
SeanMcProperty
Participant

I've logged a number of calls with no outcome in error over the last few months and was trying figure out how to do this myself.

 

I've just found the answer:

 

1. Go to reports dashboard and click on "add report" (top right)

2. Click on the "sales" drop-down on the left and then select "prospecting"

3. Look for the productivity report and click "customize"

4. On the left, under filters, scroll down to "engagement filters" and click on the filter that is currently shown (it should be "type is any of calls, email, meeting, task or note"

5. Delete everything leaving "calls" and then hit "update filter". The visualisation will now show you only calls

6. Now you need to adjust the "measures" which are above the visualisation. The first should say "hubspot owner" in the drop-down", below that should be "by" and then "counts of engagement" in the drop-down. Then to the right of that should be "and" then "type" in the drop-down. It's this last one you need to change. Select it and change it to "call outcome"

7. The visualisation now shows you the call outcome for all calls for the selected date ranges

8. You can then hover the mouse pointer over each call outcome (in this case click "no value") and a link called "quick view" will appear. If you click this a list of all contacts where a call outcome was not logged will present itself. You can now go into each contact and review

 

Hope this helps!

 

anne_sharesoure
Participant

I don't understand the 'no value' in my CRM, because I'm not doing calls nor logging calls. But it shows a 'no value' in my calls the same with the rest of the teams. what does it means? See the attach screenshot.

hubspot1.PNG

SeanMcProperty
Participant

 @anne_sharesoure If you hover your mouse pointer over the value, you should be able to select a "drilldown". Clicking this will show you all the contacts where no value is the outcome. I would go into a few of these contacts and just check what the activity history is.

 

It could just be a finger error when logging an activity. The system defaults to "Log a call". If you're logging an email or meeting, you need to click on the drop down and select this.Screen Shot 2018-09-10 at 10.02.16.png

Hopefully this helps you figure out what's going on?

anne_sharesoure
Participant

Thanks @SeanMcProperty , but can't find the drill down on my report. I think this is because ,it is a customized report I made for our team. Thanks!

anne_sharesoure
Participant

Anyway, can I put a "drill down" on my customised report? Thanks!

SeanMcProperty
Participant

@anne_sharesoure it doesn't look like to can. I've duplicated your report and I can't drill down either.

 

Try adding the standard report to your dashboard (I ran through setting up the report earlier in this thread on 11-08-2017 05:38). You should be able to drill down from there and figure out what's going on.

anne_sharesoure
Participant

Hi @SeanMcProperty, thanks for the response. Here is the Standard Productivity report, in here i can "drill down" each values. However, when I try to edit it and customise it, it will not have a "drill down". It just that the number of "no value" is very insignificant for us, like more than 100 calls had "no values"? I really don't get it. But when we calculate the number of "connected", "busy", "no answer", etc. it resulted to the total number of calls made by each member of the team. Thus, I just want to delete this "no value" column in my report. Can I do that? Thanks!

hubspot2.PNG

MattF
Top Contributor

I would love to see this feature implemented as well. Are there any plans to update this as an option?

Leonardo1
Member
NateCole
Member

Hope this idea picks up more attention!

bryonyburrows
Member

At the moment, Sales Agents have the option of completing the Call Result field, but it is not compulsory to complete this field before Saving the Call Result.

 

At our company, we would like to have the option of making this compulsory: for the user not be able to save the Call Result until the call result has been filled in. It is essential for us to have this information filled in, but unfortunately this isn't being done by all users at the moment.

 

Thanks!

 

Bryony

KeeganSmith87
Participant

We need to be able to mandate all/any properties when logging calls/notes so that we get better visibility. HubSpot's BIGGEST issue is they expect our employees to remember what they have to do. With multiple systems, there is absolutely no way to expect that of any employee. If HubSpot wants to grow into something comparable to SalesForce, they need to learn that customizable functionality is necessary!

TELLandTRAiN
Member

Make certain fields required (call type, outcome, etc) when logging calls, meetings, etc. This helps with sales person compliance to drive better reporting.

LPage
Member

Would like this too please

Tippling
Member

+1 for this, would like this feature.

JonathanBryans
Member

We would appreciate that in our business too.

mfreiert
HubSpot Product Team

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

MasterElecTampa
Participant

this will be a great enhancement @mfreiert 

We look forward to your update.

KDO
Member

Hi - 

This is an effective feature to help keep people accountable and generate data on how to improve our client success and sales teams,