Change the ownership of a meeting after invitation sent

dhordos — Mon, 20 Nov 2023 14:35:16 GMT

Hi there!

I would like to find a solution or workaround to my problem.

We are using the Scheduling page (Sales > Meetings) to book a meeting to our AEs. But there are some cases when 2 AEs would like to swap the meeting between each other and change the ownership of it. Or simply would like to handover and delete the meeting from his/her own calendar and make the spot free. How can he/she change the ownership of the meeting, which would make the change in HubSpot as well?

Thanks in advance!

Re: Change the ownership of a meeting after invitation sent

TomM2 — Mon, 20 Nov 2023 17:15:52 GMT

Hey @dhordos this is not currently possible, there is an open feature request on the ideas forum however which I would definitely recomend upvoting to bring this further to the attention of the HubSpot product team!

https://community.hubspot.com/t5/HubSpot-Ideas/Adjust-Meeting-Owner/idi-p/361250

topic Change the ownership of a meeting after invitation sent in Tips, Tricks & Best Practices

Change the ownership of a meeting after invitation sent

Re: Change the ownership of a meeting after invitation sent