HubSpot Ideas

MScaramastra

Make meeting type required when logging a meeting or call

Seems like as simple no brainer to force users to give managers better data. So that reports don't look like this:

MScaramastra_0-1642549610345.png

 

15 Commentaires
VEmbrechts
Membre

Indeed would be very helpful for reporting purposes. 

Understanably sales will otherwise forget and then we'll keep having no real insights.

RMalik
Membre

+1

Bob2245
Contributeur de premier rang | Partenaire solutions Platinum

Exactly this. Not just reporting, but I also have automated processes dependent on Call Type. If the SDR doesn't enter a call type, he kills his own process.

DeeRoberts
Membre

This should be an enforceable rule. It must be filled in so you can have accurate KPI's -Call and meeting types as well as outcomes. Please!

laurabren
Contributeur

+1! This is a huge issue for us, as many of our workflows rely on this being filled out, and noncompliance breaks down the whole process.

Marie_
Contributeur

also in need of this. I have workflows triggered from the meeting type

KPetermann
Membre

Settings in "Meetings" are limited.

 

I need to understand the volume of meetings by type of scheduling, to find out which ones have the highest volume, first to understand if the SDR team is adequately qualifying prospects. And secondly, find out what types of meetings are most used by executives.

Even though there is an incentive to raise awareness, many things will only be done if they are "forced" by the tool.

Another configuration that is important to have the freedom to configure, whether mandatory or not, is the Meeting Result. Whether it was productive or not. But again, an action that will only be carried out if it is mandatory linked to the agenda.

This way, I will have coherent indicators that allow me to be aware of the demands of my teams and not a bunch of leaked data.

meetings_hubspot_report.pngmeetings_hubspot.pngmeetings_hubspot_outcome.png

 

LDYAG
Membre

+1

Tonya1
Participant

I agree. These need to be mandatory fields for accurate reporting.

ElleMNOP
Membre

+1! This is very much needed with workflows and in pulling up reports for KPIs

J-Dimanche
Membre

+1

hashimali
Membre

Agreed! HubSpot, please allow an option to make this a required field

vanHooijdonk
Membre

Agree on the above!! Now its a manual task for the team or for me als manager.

RPepin9
Contributeur

+1

MLewis140
Membre

+1 - It is impossible to monitor this daily so enabling fields in "log a meeting" to be mantatory should be done