CRM

briansweat
Contributeur

Cannot set Meeting Outcome or edit Description in Activity list of a record

The Outcome for a Call is really easy to update in the Activity list for a record (e.g., Deal or Ticket). You simply find the Call then click Select an outcome directly in the Activity list and choose an outcome (e.g., Connected). Two clicks.

 

Meetings are a pain to update! In the same Activity list for a record, you have to find the Meeting then click Actions > Edit then scroll past all the meeting info and choose an outcome then click Save. Four clicks (2x than Calls).

 

I'll keep yelling at my team, but it would be really great to get parity on edits to Calls and Meetings in the Activity list.

2 Réponses
Bryantworks
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Cannot set Meeting Outcome or edit Description in Activity list of a record

Hey @briansweat, totally agree!  It looks like @drewspi had the same idea awhile back here.  I'd recommend tossing that idea an upvote as well as a comment to help it gain traction!

Chris Bryant | Your Dedicated HubSpot Expert
briansweat
Contributeur

Cannot set Meeting Outcome or edit Description in Activity list of a record

Thanks Chris! I'm sure others have the same frustration too but I didn't see it on my first/quick search.