@cara_ceo Thank you. I have been told many times - Can’t do it.
Our use case: pre-sales team books meetings for sales team. They do it from deals. We’d like the sales team member to own the meeting and to have it in its calendar. That should not be the case for the pre-sales team member.
I am doing similar process to @cara_ceo
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.
Question is does anyone have a work around for the reporting?
I create Deals automatically based on selected Meeting type. BDR is Organizer, Sales Rep added as an attendee. Then, there is a list to capture meetings/contacts created by ceartin BDR, and I’m using it to enroll contacts into Deal WF. On Deals I created custom property Meeting created by, and it’s updated by WF. This property I’m using for reporting, and that is how I know who actually own the Deal (company/contact owner) and who was the person who scheduled the meeting. I’m creating Deal WF for every Sales team member, no matter is it BDR or Sales Rep.
Works for us, here are some s. shots. Maybe idea would help to you guys.
We want to create Meetings for colleagues too. This is essential when buddying during holidays…
This is the first time I see HubSpot is lacking on Pipedrive, we have an SDR and AE setup were tracking meetings booked/cancelled is crucial as its their KPI.
When is this expected?
Another upvote here from me, a lot of people pushing for this but all quiet from HubSpot it seems. Am really surprised that some of this basic functionality is missing, this is really badly needed.
Also needed is the ability to have a “result” for your meetings e.g. “Qualified”, “Unqualified”, “No-show” etc.
Someone know if this feature is already?
Or some alternative to do ?
Thanks!
Any updates on this? Looking for how others are working around/making this work without using the team group.
I would also really appreciate this added functionality. It would help our process a ton instead having our SDRs have to go outside of HubSpot to set up meetings. It would be much easier and better if you could just do all within HubSpot
Hi,
Is there an update on how to create meetings for other team members?
Thank you!
Hi Communnity,
Thank you all for sharing your feedback!
For transparency I am updating this issue from “In Planning” to “Not Currently Planned” because we wont be able to get to this in the next quarter. Adding users to a meeting invite, or removing yourself, is important to any sales teams structured with a SDR/BDR to Account manager handoff. We are evaluating this closely, I will provide an update here once we are able to review this for planning.
Best,
Glen
Best,
Glen
This is definitely needed.
The SDR/BDR to AE meeting handover process is one of the most common B2B sales setups. It cannot be that complicated to either have a new field to select who is leading the meeting or at least be able to add additional attendees and then let calendar syncs do the rest.
This is a critical part of my business. My business uses BDR’s to set appointments for closers and not being able to schedule appointments through the platform for another user makes this platform almost unusable for that model. I just signed up a week ago and love everything I’ve used so far, but this functionality (or lack of) is a deal breaker.
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?
Totally agree with this one. I often sit on calls and record the notes. When I do my team- mate does not get ‘credit’ for the call.
@nickmellor I use a different workaround from @vesnastefanovic because when I have the SDR book the meeting for the AE, they use a round robin link. So, the “assigned to” is the AE, not the SDR.
My workaround for SDR reporting is that I create a unique Meeting Type for each SDR, for example: “Pre-Qualification - SDR 1” “Pre-Qualification - SDR 2” etc. Each SDR uses a round robin meeting link to book their meetings for AEs (either in email or incognito if on the phone), so the meeting link automatically sets the correct meeting type.
The issue I am having is that when the SDR uses the Round Robin link:
- The meeting will automatically be set with the AE and not the SDR, so then the SDR needs to have the AE add them manually to the calendar invite (which is a pain)
- Also, it is possible for the SDR to get double-booked
- It’s also not a great user experience. If an SDR, let’s call her “Emily” is emailing back and forth with someone and that person books with an AE, let’s call her “Allison” then the prospect is confused why they are suddenly now meeting with someone else
I posted this as a separate idea here but wanted to see if anyone on this thread had any advice.
3 years laters it has not been implemented…
Please can this be escalated.
- 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