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Allicat
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Allicat on Juli 29, 2022
Opening Playbooks Through the Hubspot Calling Feature
I've been working on some Playbooks for my team. Currently, whenever you call someone through Hubspot, there isn't a way to open a playbook from the Hubspot calling feature. You can have both open at the same time, but it would be super Beitrag ansehen
Antworten Idee Calling Playbooks
5 Likes
0 Antwort
bfelker on Februar 21, 2018
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?
Antworten Idee Calling Contacts & Companies
223 Likes
102 Antworten
Allicat
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Juli 01, 2021
@mfreiert Are there any updates on this?
lrn24 on Januar 02, 2019
Task Due Date Time
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
Antworten Idee Tasks
408 Likes
176 Antworten
Allicat
Mitglied
Juli 01, 2021
@sjudson I am definitely in favor of this! Do you have any updates about this?
christawong on September 18, 2020
Hubspot Score Contact Details
It would be helpful to click into a contact and see why they have a certain hubspot score. For example, if there hubspot score is 65, it would list all the steps or actions that contact made in order to get that score. I was looking under Proper Beitrag ansehen
Antworten Idee Contacts & Companies
6 Likes
1 Antwort
Allicat
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Oktober 14, 2020
Yes, I agree. Having this feature would be so helpful
agolden on September 02, 2020
HupSpot Lead Scoring
There should be a way within the contacts profile to see how their lead score changes over time based on activity.
Antworten Idee Contacts & Companies
32 Likes
5 Antworten
Allicat
Mitglied
Oktober 14, 2020
Yes, this would be soooo helpful. Especially as we are building our score to be able to see what is working and what is not.
Loiselle on August 19, 2020
Call Type Defaults
Hi, I love the call type function and suggest adding one more type in addition to Demo, Pre-ual, First Outreach which are all business development focused. Most of my calls are simply maintaining an existing relationship I a 4th type might be " Beitrag ansehen
Antworten Idee Calling
0 Likes
1 Antwort
Allicat
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Oktober 06, 2020
Hey Loiselle! I believe this is already a function within Hubspot. We had to make some changes in our call types as well. Go to Settings -> Sales ...Beitrag ansehen
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