Sales Hub Tools

CAdams4
Participant

Why can't you have different call and meeting types?

I am still new to Hubspot but I am getting frustrated that I can't have different call and meeting types, or make it a requirement for these to be dispositioned each time a call or meeting is logged.

 

Is it possible to have a different call type from a meeting type?

Can I setup different meeting outcomes from call outcomes?

Can I make it a requirement that these fields are filled out before a call or meeting can be logged?

 

It is so strange to me that Hubspot doesn't allow for customization on a function that my team is using all day everyday. Can someone out there help me understand if I am just missing something, or if this a not a product feature?

 

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1 Reply 1
TiphaineCuisset
Community Manager
Community Manager

Why can't you have different call and meeting types?

Hi @CAdams4 

 

Thank you for reaching out.

 

This is not something possible at this stage with HubSpot but I'd advise posting an idea in our Ideas Forum here regarding the differentiation between call and meeting types. 

 

Regarding the requirement to fill out those, I'd recommend upvoting and commenting this other Idea

 

Thank you!

Have a lovely day

Tiphaine


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