Hello. We have a BDR team that works with our Sales Reps. They often are booking meetings on behalf of the rep, but we cannot find a way for the rep to be able become the new owner of that meeting.
Currently, since both Reps and BDRs want “credit” for the meeting, we now have both of them creating meetings with the same people at the same time so it shows up on both ends of reporting.
When I used to use salesforce and was a BDR, I would “Create” the meeting so on reporting I would get the “creation credit” but would reassign the Meeting Owner to the Rep so they get credit for “meeting ownership” and completing the meeting.
Is anyone else struggling with this?
Also, when I’ve asked HubSpot support on where they advise me to tell my team on where the reps and bdrs should log their “meeting notes” they suggest to just do so as a separate “Note” since adding a Comment would not be exportable/reportable.
Again, anyone else think HubSpot needs to step up their games in terms of customizing the meetings feature to better suite teams that have multiple people internal people a part of the same meeting and all looking for attribution?