🚨 Please ensure that you have already connected HubSpot to Quack correctly.
Personal Settings (for Reps)
Integrations
System
Configure personal settings (for reps)
If you are a sales rep and actively making dials, you’ll want to ensure your personal settings are configured to your organization’s HubSpot instance correctly.
Navigate to ‘Personal Settings’ by clicking on your avatar photo in the top right of the screen and selecting ‘Personal Settings’ from the drop-down.
Integrations
Default call disposition
This should be already set by your account Admin to the organization default.
If no ‘Org Default’ is shown, we recommend adding the default disposition to ‘No Answer’.
As you call down your lists, this will save you precious time so you can focus on changing the call dispositions when you are actually connected to a prospect.
Sequences
Currently Quack utilizes HubSpot "Sequences" in order for you to make dials. In order to do this you need to do the following.
Create a new Sequence in HubSpot (not dynamic, utilize "Start from Scratch"
Name your Sequence
Create Call Tasks for your sequence
Match your "Sequence Name" with your "Task Title" names
Enroll prospects into the sequence
Once this is done, you will be able to pull in that sequence into Quack.