Calling Insights - make the call outcome visible on the activity
Understand that Calling is still a Beta feature, but the inability to see which call outcome was selected on a call by call basis is a huge barrier for us adopting this part of the product. It would be great if the call outcome selected appears as a seperate field against the activity, so that this data can be viewed in the activity list.
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Agree. This should be a priority.
My clients have had to go out of their way and log activities to indicate the results of a call. Not very optimal and anywhere close to being insightful.
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Thank you for your feedback @Craig Holmes , I can definitely see how that would be useful and have forwarded your suggestion to our team.
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I just joined and this was the FIRST thing I searched for.. being able to say 'call - no answer' and for the activity to have an extra day added to it (i.e so we know to try again tomorrow) would save SO much time.
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Phillip Daneshyar said:
I just joined and this was the FIRST thing I searched for.. being able to say 'call - no answer' and for the activity to have an extra day added to it (i.e so we know to try again tomorrow) would save SO much time.
@Phillip Daneshyar - I love this idea.
At a high-level, it would be really helpful if we can summarize how many attempts it took to complete an activity.
@Mike van der Valk, @Inês Batata - I think this is really great feedback and something that the engineering/product team can prioritize. I think it's a low-hanging fruit. I could be wrong.
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Agreed! Without being able to create filters or automations with the call outcomes, it's not a very useful function.
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Love the caller functionality rather than having to go work on a 3rd party dialer but not having the ability to report on call outcomes is a total show stopper. How are we meant to know what's working and what isnt if we can't report on it. Any view on a workaround or when this might be available? really don't want to have to switch to another dialer.
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Without ability to track number of phone calls on dashboard it is pointless to have the caller feature.
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We just upgraded to use Caller but this it is a show stopper not be be able to track the call outcome as insight. I'm considering downgrading;
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@Javier Gonzalez - I went through this. In all honesty, with all my love for Pipedrive, Caller is not even close to being ready for prime time. Its significantly lacking in reporting and analytics that you need to run a sales team. The data isnt even accessible via the API. It almost looks like Caller was bolted on.
We ended up opting for AirCall and that's given us what we expect from a proper dialer. Integration with AirCall and Pipedrive is solid. If you end up going that route - feel free to reach out. Lots of learnings there.
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Krzysztof Pazderski said:
Without ability to track number of phone calls on dashboard it is pointless to have the caller feature.
100%
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Published a workaround here: https://www.amitsarda.xyz/post/analyze-call-outcomes-in-pipedrive
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