When creating meetings it would be great to have the option to create custom fields for meetings. We could be able to track better results from our meetings and compare the types of meetings we have. I’d also like to be able to set where in the deal pipeline this occured.
New hubspot user here. Seems like this has been requested a number of times. We really need this function.
Complete agree. Newer user as well and really struggling with not being able to customize meetings at all. It would be fantastic to have several custom fields for logged meetings that show on both the desktop and app. We have been able to create custom fields for the meeting object but there is no way to actually populate them. As an outside sales team that is based on companies more so than contacts, we spend a lot of time in the app. We also don’t use the schedule meeting function because of it’s tie to contacts in the app and the auto emailing function. There are a few key pieces of info that we want to collect and report on for KPI purposes. Sorting through notes is a very manual process right now to capture this data. We have started using snippets but a separate field would make much more sense.
Hello all!
I’m Melissa, the Product Manager for the Meetings tool!
I wanted to let this thread know that custom meeting properties are now live to all! You can create custom meeting properties just like you can create custom properties for Deals/Contacts/Companies, etc. Check out this KB article for additional information on creating properties. I see one comment in the thread requesting the ability to set these properties when logging meetings. While that is not available currently, it is absolutely feedback that we will keep in mind as we keep building!
Thanks for your help in sharing your ideas!
Melissa
Thanks Melissa. This is great to hear and appreciate you considering these capabilities for the log meeting function as well. An additional thought is to allow the schedule meeting function from a company in the app rather than only a contact. We are a remote team and operate at the company level more than individual contacts, so using the schedule meeting function is very limited for us.
An additional request would be to add the ability to choose whether a confirmation email is sent to any associated contacts at the time of scheduling. We work from a target list of companies to see daily so not all of our meetings are truly ‘scheduled’ with a contact, therefore we don’t want emails going to contacts when scheduling. This feature has scared my team a bit form using the schedule function.
Thanks for considering the feedack!
Hello all!
It’s Melissa again, back with another update!
I have a very small private beta about to open that will allow you to configure what meeting properties appear in the “schedule a meeting” form when booking meetings from the CRM! This includes custom properties! Please reach out to me at mparham@hubspot.com if you are interested in being an early beta tester with your account!
Thanks!
Melissa