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Allicat
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Member since ‎Jul 29, 2020
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Allison Bice

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Allicat on July 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 read more
Reply Idea Calling Playbooks
3 upvotes
0 Reply
bfelker on February 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?
Reply Idea Calling Contacts & Companies
200 upvotes
87 Replies
Allicat
Member
July 01, 2021
@mfreiert Are there any updates on this?
lrn24 on January 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.
Reply Idea Tasks
402 upvotes
176 Replies
Allicat
Member
July 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 read more
Reply Idea Contacts & Companies
6 upvotes
1 Reply
Allicat
Member
October 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.
Reply Idea Contacts & Companies
32 upvotes
5 Replies
Allicat
Member
October 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 " read more
Reply Idea Calling
0 upvote
1 Reply
Allicat
Member
October 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 ...read more
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