Updating meeting notesSOLVE
Aug 31, 2017 9:46 PM
I recently have joined hubspot. I have linked my email with the CRM and love that it logs my meetings with the contact when the appt is accepted. My question is however.............when I update the meeting note with the points of the meeting..........does this get sent to my contacts email?
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Aug 31, 2017 11:40 PM
Hi @Jchallenger According to this Hubspot Academy Guide to Meetings, meeting notes recorded in the HubSpot CRM will not be forwarded to the prospect. Changes to the meeting in your claendar app will be forwarded.
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