Booking a meeting on a sale's rep calendar while on the phone with a contact
We have business development reps that cold/warm call contacts. Their job is to try to book a meeting with the contact with the regional Sales Rep. It would be great if, while on the phone with a contact you can book someone else's calendar without having to go to Outlook and send the calendar invite to the appropriate parties, such as the Sales Rep and the contact.
If a sales rep and pre-sales (demo) person need to be on the call, then you can see the conflicts of the calendar. In other words, mimic what you can do with a meeting invite in Outlook, but have it in HubSpot.
- Select a label to view existing ideas by category::