Make Meetings a Separate Object or Linked to Calls Object

richard88

Simnialr Posts: https://community.hubspot.com/t5/HubSpot-Ideas/Custom-Meeting-Outcomes/idc-p/423509#M78826 AND https://community.hubspot.com/t5/Sales-Hub-Tools/Call-and-meeting-types-bulk-edit/td-p/309351

 

Related KB: https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types

 

Idea: Meetings being a separate object would allow for specific meeting records to be drilled down to in a much more specific and useful manner.

 

Use Cases:

  • Reporting - as a separate object the reporting could be far stronger and more capable to provide stronger insight as to what specific objectives were accomplished in meetings
  • Deciding How/When Meeting Reminders are sent out: currently any updates to a past meeting outcome or meeting type will trigger a new email to the associated contact, as a separate object more settings could be managed for meetings to allow for a specific "update contact" option vs. the basic "save" option when changes are made
  • Custom Meeting Outcomes - very important to a lot of folks who want more control over how this is displayed in reporting for vaious types of businesses
1件のコメント
cking99
メンバー

This would be really useful. Is there any update on this?