Changing Organizer when Creating a Meeting

Being that we are a company and we have all of our co-workers calendars visible on our ends too, sometimes when we're done with a session and are going to schedule the client for their next training it may very well not be with the specialist they are currently meeting with because they may not be available. So what we would do is put the client with the next available specialist. When I'm accessing the company's profile and adding the session on the calendar it attaches it to my calendar. I want to be able to change the organizer when I open up that meet window and attach it to the correct organizer. 

3 Replies
Occasional Contributor

This is...strange. I can't change the rep to whom the meeting is assigned? I have to delete it and create a new one, as well as send all of these updates to the customer?

🤨

Occasional Contributor

Running into the exact same issue John Cook is...no ability to change who the meeting is assigned to in HubSpot. This makes reporting off if a meeting is reassigned to another individual.

Occasional Contributor

@jacqueline88 I have a similar issue and I have a workaround for this (although it is not perfect, it is working for me for now).

 

I have created a "Call and Meeting Type" for each individual who is booking meetings (these are SDRs on my team). So, for example, I have "Meeting Type 1 - SDR Name" and "Meeting Type 1 - SDR Name 2" etc. 

Then I have each rep use that meeting type in their meetings links so that all meetings are automatically set to that type. And, if I need to change who the meeting is "assigned to" I just change the Call and Meeting Type to the one with that rep's name. 

 

The reason I use this type field is that it is not visible on the client's end, since I use it just for my own tracking.

 

A little janky, but it's something.