HubSpot Ideas


Additional rules for meeting links

I'd love for the round-robin meeting link to follow the settings we have implemented for territory assignment rather than by existing owner. If it is a new contact that comes in, they don't have an existing owner yet and the potential for them being assigned to the wrong sales person is large. I'd like to avoid having multiple people reaching out, or having the customer pushed on another rep after an initial conversation.

1 Reply

We look at something equal adding value to meetings and meeting quality: We always need at least two reps backing off the team with fundamental work, so that a randomized meeting should consider availability of at least two reps. As an example 4 users are available 10am - 12am. 2 leads could book a 2 hour meeting from 10 - 12, but a third one will be blocked by rule as 2 users need to remain free of meeting appointments / any appointment.