HubSpot Ideas

carmenb

Book Meetings Hosted by Other Teammates via Proposed Meeting Times

It would be a huge help to our SDR team if they could insert proposed meeting times into an email for meetings hosted by our Sales Executives. Currently, the proposed meeting time feature only allows a HS user to insert proposed times for their own calendar (aka you are unable to select a different Host). This is limiting because SDRs are unable to use this feature, as they are booking meetings for Sales Execs, not themselves.

 

Another limitation is that you can't choose a Meeting Type when using this feature; you have to retroactively edit the meeting in HubSpot, which increases manual error and negatively impacts reporting.

 

Screenshot 2024-11-07 at 9.37.02 AM.png

1 Reply
KlemenHrovat
Contributor

It's not an ideal scenario, but sharing the sales executive's scheduling link is probably the best solution, considering the current limitations.