Releases and Updates

kvonloesecke
by: Community Manager
Community Manager

[Now Live] Call direction is a CRM property

What is it?

Call direction (inbound and outbound) is now a CRM property. Users can view and set the direction in the activity timeline and add it to manual call logs.

 

Why does it matter?

It is important for users to know the direction of a call as the locate records and derive context from previous customer interactions.

 

How does it work?

When a call takes place within HubSpot the direction is automatically added to the call record in the CRM timeline. Users can update the direction be selecting the dropdown.

 

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When manually logging a call, users have the option to indicate call direction.

 

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