Start Leads > Call instead of Email as first action?
SOLVE
How would I change the default first action to a call vs. an email after selecting leads in the sales hub workspace leads section? I have made the changes for the guided actions in settings, but when I go to Sales Hub Workspace > Leads > Select Leads > Start Leads - it still defaults to an email as the first action vs. a call?
While the Guided actions can be customised to suggest a specific sequence such as call--> email etc.., the initial outreach action is the workspace UI is still system defined and unfortunately defaults to email by design as Hubspot doesnot allow customization of the default communicated method right now.
I'd recommend you to keep an eye on HubSpot's product updates page and drop this idea in the Idea's forum to become configurable option in the future.
While the Guided actions can be customised to suggest a specific sequence such as call--> email etc.., the initial outreach action is the workspace UI is still system defined and unfortunately defaults to email by design as Hubspot doesnot allow customization of the default communicated method right now.
I'd recommend you to keep an eye on HubSpot's product updates page and drop this idea in the Idea's forum to become configurable option in the future.
