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AFD
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Member since ‎Dec 12, 2022
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Amos Douglas

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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
196 upvotes
86 Replies
AFD
Member
December 30, 2022
Great Idea - we would find that veyr helpful (our previous CRM had this ability which really helped with consitent reporting amongst the team as ever...read more
AFD on December 30, 2022
Ability to have different options for "Call Type" and "Meeting Type"
Currently when logging a call or meeting, the Call Type drop down is identical to Meeting Type drop down. We would like the ability to have different options on each drop down. Would any others find this helpful?
Reply Idea Tasks
0 upvote
0 Reply
JasonTisdall on October 29, 2020
Have a sequential deal number created each time a deal is created
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ read more
Reply Idea Deals
67 upvotes
45 Replies
AFD
Member
December 16, 2022
This functionality would be very helpful for us in referencing documents etc back to a Deal.
Latchy on July 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e read more
Reply Idea Sales Email Extensions & Add-Ins
64 upvotes
40 Replies
AFD
Member
December 12, 2022
Hi @Flora - any news on this? I should've checked before signing up but I presumed this was such a standard thing! (2 other CRM's I've used have ha...read more
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