Call Notes
K
Kamron Karington
ability to add call notes in call details. This way we can add notes directly to the call so all team members will know what happended during the call.
Hubspot has this feature already.
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A
Alexa Rosario
Would love to see all notes (including call notes) IN THE ACTIVITY FEED - instead of in the separate side panel. It makes it easier to get a holistic view of the relationship with the contact when everything is in one place.
S
Stuart Gelin
I would say a bit more flexibility of what goes in the activity feed would be great. Maybe just a setting section in each subaccount for which items go in the feed and which don't.
T
Tyler Hoff
I love that about hubspot
M
Mackay Rippey
Yes please. Having a note for the "Outbound Call" and "Inbound Call" entry would add critical context.
As it stands, writing a separate note for each call is unnecessarily complex.
A
Agency User
Yes, notes for communications are vital. Especially when you have multiple employees managing the same list of contacts.
L
Luke Powell
PLEASE!
J
James Burton
Would love to see this option in the Call Reporting section too (where the list of recorded calls is hosted)
Application:
When bulk reviewing calls, notes can be added easily.