When sellers make or receive calls from the Sales Hub (Sales Hub Dialer), they should be able to capture structured information directly on the call conversation, such as:

• Call category / outcome
• Follow-up required (yes/no + due date)
• Call summary (seller-entered, not only AI-generated)
• Other custom fields defined by the organization

Currently sellers cannot open a customized call form or capture structured fields during or immediately after the call.

Data entry must be easy for sellers and configurable as mandatory by administrators. If capturing call outcomes, follow-ups, or summaries is optional or requires extra navigation after the call, sellers often won’t add the information, which leads to poor data quality.

This information is critical for:

• Sales management reporting
• Forecast accuracy
• Coaching and pipeline reviews
• Seller productivity and follow-up quality

A similar experience already exists in Dynamics 365 Contact Center, where conversations can be enriched with structured metadata. Bringing comparable capabilities to Sales Hub calling (or allowing a configurable call form) would significantly improve the seller experience and data quality.

Suggested implementation options

Allow opening a customizable Conversation form directly from the calling panel

Enable quick, configurable “call classification” actions (category, outcome, follow-up) in the communication panel

Support both manual entry and AI-assisted suggestions