CRM

briansweat
投稿者

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

解決

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.

1件の承認済みベストアンサー
Bryantworks
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

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

解決

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

元の投稿で解決策を見る

2件の返信
Bryantworks
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

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

解決

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
投稿者

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

解決

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