Hi,
For our 5 sales reps, we wanted to enable a Round Robin calendar. As a super admin I am responsible for crm and marketing operations, sales reps do their sales operations.
Many companies little and large pretty much work this way. They have their people setting up and enabling things in the CRM, and in our case, that’s me trying to configure Sales Hub Pro for our sales team.
Problem 1
It turns out that even to create a round robin meeting page, a paid seat is required. Why would an admin need a paid seat to create one? Round robin is surely supposed to be for paid users but why is an additional seat is required just to create that? The users with paid seats are already listed in the next screen.
Hubspot Support suggests one of the paid seat users do the configuration, but again, why does a sales rep need to know and go through these tasks? it’s unnecessary and inefficient for a sales rep to act as an admin.
Trying to get around problem 1
I assigned myself a paid seat “to get started with creating a round robin” meeting page. But in this case, I can’t assign our 5th rep because I am occupying one seat! Even though I remove myself from “team members” it won’t revoke my paid seat.
The correct way it is supposed be:
Super admins should be able to create round robin meetings regardless of they have paid seats or not! Because at the next screen it asks for paid users to add to the calendar anyway!
Problem 2
Another problem with this round robin meeting is that it requires an “Organizer” and it shows up in the page with personal meeting url?
But it is supposed to be a round robin and because of that a default company page with a non personal url has to appear! The system won’t let me edit neither my meeting url, not change the organizer. Why does an end-user have to see a meeting organizer if this is supposed to be a round-robin? It does not make any sense!
Trying to get around problem 2
As all reps have their own personal url and avatar, I created another account with our company name, and this time I couldn’t create a round robin meeting because the new account does not have a paid seat!
We have 5 sales reps and asking beforehand to the support or our “success” manager, we are reassured that Sales Hub Pro with 5 seats is what we need, but no one told us that we need another seat to just to able to configure it, and even if we have it, I’m not even sure it would work the correct way.
There are seriously wrong things about this round-robin meeting and I refuse to percieve a paid product “as is”.
What we need is simply:
- A generic meeting page with our company name and logo and custom url slug (not any user slug or name - because it’s supposed to be a round robin!)
- 5 of our reps calendars connected to that calendar, and reps don’t and won’t have any admin access.
Asked already 3 support people, all without luck. Spent a whole day trying to figure out how to enable the most basic feature of the subscription we paid for. It’s just crazy just to think about the time spent to enable this very basic feature!
I’d appreciate if anyone knows how to get around this.
