If you’re a sales rep, you spend your day making calls, sending emails, and booking meetings. The more efficient you can be at those three things, the better you’ll be at your job. With today's change, reaching out to your contacts even easier: you can now make calls from company and deal records, in addition to contact records. Fewer clicks in the CRM means time saved means more sales. It’s that simple.
How it Works
Navigate to any company or deal in your HubSpot database. In the communicator at the top, you’ll now see the option to call a contact associated with that record.
Simply select the contact and click the call button. The call will be logged on any other records that contact is associated with.
Haven’t set up calling yet? It’s as easy as going outside on a 70-degree day in February. Here’s how to get started.
Calling from Companies and Deals is now available to all HubSpot CRM and Sales users.