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How to log an outbound call in Hubspot?

September 21, 2022
September 21, 2022
Customer Experience, Standard Operating Procedures, Quality Assurance, Hubspot
hubspot, Calls, outbound call, call log
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  • Create or Locate Existing HubSpot ticket
  • Select Calls Select Log Call
  • During the call, log the call details here
  • Choose the appropriate selections from the Contacted, Call Outcome, Type and Direction tabs
  • Describe the call, including what was discussed with the client and the result of the call
  • Verify the call is Associated with the contact and the ticket
  • Select Log Activity