This would be an extremely good case for easing the activity monitoring and getting rid of double logging meetings and thus cluttering the data with unnecessary meetings just for the sake of reporting!
I totally agree. In many situations, we have meeting with several Hubspot users and for the moment, we must create contact for each Hubspot user in order to link them all together. This feature should be mandatory. May we hope to have this feature in the near future?
Commenting to follow, also looking for an update.
We also need this feature.
Furthermore, if there are 3 attendees from our company, each attendee should receive an “attendance credit” towards their meeting count. This could be a separate metric from the # of meetings logged - i.e. # of meetings per attendee, with an internal contact filter.
UPVOTED, MY FRIEND!
I would also like to see this implemented - we have business development team generating leads and handing off meetings to other team members. The biz dev shouldn’t need to be listed as an attendee and it should be easier to assign an existing Hubspot user to a meeting instead of having to create a contact.
Would really like to see this implemented.
As we can see from the comments, there are many of us who will book meetings for more senior team members. When it comes to reporting on this, its difficult to see how many meetings have been booked and for whom.
Our workaround for this is causing issues with IP tracking for us. A SDR books a meeting while on the phone with a prospect for a Sales Rep by using that sales rep’s meeting link. Now Hubspot is tracking the SDR as if they are the prospect. Not good.
Yes, absolutely needed…
It is extremely important for our Business Development Team to be able to schedule meetings for our Sales Reps. These Meetings need to appear on the Sales Reps calendars and on any Dashboard widgets showing “Today’s Meetings”.
I am New to Hubspot, and this is a REAL problem that HUBSPOT needs to fix. we work with multiple google calendars, and I need to be able to add a meeting to someone’s calendar without adding myself, or as someone else said, signing in and out as the other users…
HUBSPOT PLEASE RESPOND!!!
I’m also in agreeance with the list Trevor created.
- who booked the meeting (SDR)
- who it was scheduled for (AE)
- date the meeting was booked by SDR
- date the meeting was scheduled to perform by AE
- whether the meeting was performed or not
What workaround is everyone else using currently? I don’t know why, at the least, the ability to schedule for someone isn’t already available, that makes no sense whatsoever.
There is the meetings app. I basically would love it we could have that app internally. If I can see my team members availability that they’ve set, then schedule a meeting with a contact with that team member, that would be perfect. It would really set this CRM apart from the others.
+1 for this functionality - need the ability to schedule a meeting on behalf of another HubSpot user, or in the very least include in the “attendees” drop-down options.
We are in the education sector and I (Marketing) often have early conversations with prospective students. At the moment they are ready to start discussing with an Admissions representative to set up an appointment with a campus tour, I cannot schedule that on behalf of one of my reps and assign it to that person.
Schedule a meeting to another Deal Owner. So the meeting gets added to the Deal Owners calendar (Google calendar or 365) and not too the user who booked the meeting.
(So when you are booking a meeting from the Deal Record, the user who booked the meeting, is not calendar the meeting will be added to.)
Yes, please! As the admin for HubSpot, this is a big contention as we grow and add a sales team. The sales team is pushing for moving to a different CRM specifically for this one lack of functionality.
Workaround:
We have our Sales Development Reps to open the users meeting link using the incognito browser window to book meetings for our Account Managers and Executives.
@cara_ceo please explain
We (Marketing) creates a round-robin team meeting link for rotation as new contacts come in.
While a Sales Development Rep (SDR) is on the phone, they open the Account Manager meeting link in an Incognito browser and the SDR fills out the form with the contact’s email and chooses the meeting time that works best for the new contact.
Opening this meeting link in an Incognito browser is required to prevent IP tracking on the form submission,
In the end, the Account Manager is now booked with a meeting with the contact.
@cara_ceo I am not understanding. The meeting link is per user. How are you creating the meeting for the sale team?