Hi all!
I’m happy to let you all know that we are opening up the ‘custom meeting outcomes’ functionality for beta access to access customers. To get access, please request directly to your HubSpot point of contact. Let them know you’d like access to the ‘Custom meeting outcomes’ beta, and they’ll be able to sign you up for the beta through our internal 'Customer Success" tool. We’ll be ungating all customers within 24 hours of request!
Beta limitations:
Custom meeting outcomes are not currently available to use as filters in workflows or lists. We will be adding this functionality while the feature is in beta.
Current feature limitations:
The outcomes Canceled, Scheduled and Rescheduled cannot be edited for now because they are updated automatically by HubSpot. You’ll be able to add new outcomes, but you won’t be able to edit or remove these 3 for the time being due to the built-in automation within Meetings. We plan to make changes in the future to allow further customization of this these automation setting, and will then allow for the Canceled, Scheduled, and Rescheduled fields to be edited or deleted.
Functionality:
The functionality of this feature has been built to match that of Custom call outcomes. Users with Account access permissions will be able to create custom meeting outcomes. You can create up to 30 custom meeting outcomes to use when scheduling a meeting, or logging a meeting activity.
- In your HubSpot account, click the settings icon settings in the main navigation bar.
- In the left sidebar menu, navigate to Objects > Activities.
- On the Calling tab, next to the Track meeting outcomes setting, click Edit options.
- In the right panel, click Add another outcome.
- Enter the outcome in the text field, then click Save in the bottom left. Meeting outcomes can be a maximum of 50 characters.
- After saving the call outcome, it will be available from the Select a meeting outcome dropdown menu.
- To delete an outcome, click the delete trash icon next to the outcome. Once an outcome is deleted, it cannot be used in HubSpot tools, including lists and workflows. Deleting a custom outcome will not impact reporting