Multiple Team members at a meeting

HBloch — Mon, 18 Jan 2021 11:20:17 GMT

Hi,

does anyone know how you can selecet which team members participated in a meeting?

I see the field for participants, but it only shows the customers and not the own employees.

Thanks a lot for your help.

Henry

Re: Multiple Team members at a meeting

karstenkoehler — Mon, 18 Jan 2021 12:03:36 GMT

Hi @HBloch,

This is not supported at the moment and looks like HubSpot isn't planning on implementing features for adding internal attendees anytime soon either (see this HubSpot Ideas post and the product team's reply from April 2020).

Currently, the workaround would be to create contact records for those employees which you want to add to a meeting.

Best regards!

topic Re: Multiple Team members at a meeting in CRM & Sales Hub | Fragen, Tipps & bewährte Methoden

Multiple Team members at a meeting

Re: Multiple Team members at a meeting