Have the "Meeting Type" as mandatory before sending/saving
Raising this suggestion on behalf of a HubSpot customer.
With contact creations and properties, it's possible to save the property as mandatory before saving the property. With Meeting outcomes can it be a feature that the Meeting activity can be saved until all of the options have been saved? For example, none of the meeting activities has a null value.
Yes, we like to track the outcomes of our meetings. What is scheduled, what was a no show, canceled. And it doesn't automatically default to any outcome. This can help with our internall process adherence as well.
Yes! I have a customer who runs a large SDR team and wants to automate task creation based on Call outcomes. Call type is an essential extra filter as Activity properties cannot be used to re-enroll in workflows. It's not perfect, but with Call Type in addition to Call Outcome, I can at least create a workflow for every combination of the two.
We have several workflows that trigger off of meeting type - and sales keeps forgetting to fill this in so none of the workflows trigger. Holding up a lot of processes.
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