In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome. This information would be extremely helpful to the Sales Team and management. A standard report to complie this information per HubSpot owner would also be very useful. Because this information is not available in HubSpot we are forced to utilize another system to track this information.
Thank you all for your feedback and help while working on this feature, this is now live to all users in all accounts!
Meeting outcomes can be added to any meeting logged manually and is automatically set to 'Scheduled' for meetings synced with your calendar. Meeting outcome is also accessible in the report builder and workflow automation.
We've also made a tweak when editing a meeting to make it more clear when updating the meeting outcome or meeting type, that an email update will not be sent to the attendees of the meeting. We will no longer show "save and send update" unless a change has been made that impacts the content or logistics of the meeting.
Thank you for bringing this up.
We will not send an update to meeting participants when the meeting outcome is updated. This is also true for Meeting Type.
I absolutely see why it appears that we do send a notification to attendees, as there is only one confirmation when making an update to the event in the HubSpot CRM. Here's an image to clarify for the rest of the thead:
We need to update the logic here so that it just says something like `Save` instead of `Save and send update` when you are updating the Meeting Type or Outcome.
We now have a beta ready for meeting outcomes on the meeting engagement. If you would like access, you can reach out to your CSM or support, and they will be able to sign you up for this beta.
Short gif of how this looks: https://share.getcloudapp.com/qGuoWAZZ
This is now in development. We are planning to add an `outcome` field much like is currently being used for calls. Users will be able to update meetings from the contact timeline, and soon from a scheduled view within Tasks. We plan for this to be accessible in reports, lists, and workflows as well. Thank you all for your comments and suggestions for how and why this should be done.
I will comment here when we have progress/updates!
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