We have multiple attendees from the company attending meetings. We need both to get "credit" for attending that meeting in their activity report. We thought that by clicking and adding them as an attendee it would record it for them. What is the ...
Hi everyone, Our client onboarding process includes a Welcome Email and two Training Sessions. The Welcome Email is sent to the client using a sequence. Training #1 is scheduled by clicking on the Training #1 link in the Welcome Email (sent as p...
Hi All, we have linked our Outlook and HubSpot, which overall works pretty well. After using it for a while now, our sales team came up with the following questions: Is there a calendar view in HubSpot, unrelated to any object (like it's in Ou...
Hello, I am trying to include a custom property on a Meeting form. When editing the property, I am unable to check the box to "Show in forms, pop-up forms, and bots" due to the box being greyed out. This is a custom Contact property ...
Hello everyone, I've designed a recruitment pipeline which includes the following stages: Application Form Submitted, References Checked, 1st Meeting Scheduled, 2nd Meeting Scheduled, Negotiated & Hired. Upon reaching the 'References Che...
It would be very helpful to have the ability to add properties onto the meeting object with the same level of customization as the other objects in the CRM. A lot of Sales team incentives are based on meetings. We have different meetings with differ...
Hello Team, We are facing one of the issues which is related to meeting calendar. We have chosen a redirection link instead of confirmation message, but we still see a confirmation message for 3 seconds then it redirects to the page which we sel...
Hi Everyone, I am trying to find a way to have multiple people from one company who want to schedule a meeting with me be able to do that when someone is scheduling a meeting with me. Example is if John Smith is scheduling a meeting with me ...
Hi.
Is it possible to copy an Activity>Meeting> (specific meeting type)? scheduled date to a custom deal date property?
I havent been able to access the scheduled date of the meeting. I see it as a trigger in a workflow, but HS does no...
Our org offers webinars as a service/product. The service team uses Meetings to log the webinars and make note of who attended them. Originally, Hubspot records all of the invitees as attendees to the meeting, and we then go through after the webina...