My sales representative asked me to log a meeting for him, how can i log this and assign to him?

Q: How can i log a meeting for other hubspot user? Short A: Sure. Just go into the contact record and click on ‘Schedule’ at…

Hi @PedroVV and everyone, There are some new developments here, making for a cleaner, more straight-forward process. It’s no…

Is this solution works for meetings that have already happened? A past record?

This is not a good solution because for a sales you need to be the owner to get credit for the meeting. If you are an attend…

@MFrankJohnson , Jimmy is correct. How do you set up a meeting for another Hubspot user so they get credit in sales analytics …

Frank - the issue for us is logging the meeting, not scheduling a future meeting that then invites the contact…

We use Meetings links under the Sales tab. It’s not perfect because those links are meant for your contacts to schedule a mee…

Thank you Nikk! Agreed, we need the ability to give credit to the person who scheduled the meeting.

It’s really not best practise, but as a work around I create the BDM as a service ticket linked to their contact and the comp…

Thanks for sharing this workaround, @NKennedy2 !

How can i log a meeting for other hubspot user?

Tunch November 3, 2021, 6:28pm 10

Was there any update on a better solution? How do others track meetings booked for BDR/SDR’s correctly if this can’t be done??

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