HubSpot Ideas

karstenkoehler

Partition call types by team

Hey HubSpot product team,

 

Some companies have a variety of teams using the call feature. For reporting, the users from these teams are all logging the call type and call outcome.

 

Sometimes, these are the exact same, sometimes, the call types differ between teams. A sales team might have an exploratory call, a demo call etc., while a customer service team might have an onboarding call, a review call etc.

 

Currently, the calls cannot be filtered by team or grouped – and the list can get quite long. With a large number of calls each day, clicking the "Call type" dropdown, scrolling and searching the correct option can be time consuming. It also increases the margin for error: Someone might accidentally select a call type from another team.

 

Could call types be grouped/partitioned by team? A sales user would then only see sales team call types, a customer service user would only see customer service call types.

 

This would shorten the list of call type dropdown options, make data entry easier and increase reporting accuracy.

 

Thanks!

4 Replies
CBroeders
Participant | Platinum Partner

Hi,

Upvoting this - we need this aswell!

danmoyle
Most Valuable Member | Elite Partner

Such a great simple idea. Love this @karstenkoehler ! 

RGaraj
Member

Ach. I dont understand why this is not already implemented. User experience is not important. 

PNikkila
Member

Plus one here. As our team continues to grow and we add new roles the list increases and makes it more confusing and harder to get accurate reporting