Currently, if a meeting is booked through the meeting tool in HS, it will be associated with a contact and placed in the Sales Reps Outlook (or Gmail) Calendar. However, if the meeting is cancelled and the Sales Rep removes the meeting from their Outlook Calendar, the meeting record is removed from HS, so that there is no record of the meeting being cancelled.
The work around for this is for the Sales Rep to go into HS and manually log another meeting, changing the outcome to say it was cancelled.
This creates more admin work for the team, changes our data (no longer have info on create date) and requires the team to double handle which will cause errors and information to be missed.
Ideally, the record should stay in HS regardless of if the meeting has been cancelled in the Sales Reps Outlook calendar. If the meeting is cancelled in the calendar, an added benefit would be for the meeting outcome to automatically change to cancelled as an outcome in HS.
This is crucial to have. Adding an extra task for our sales team to record a cancelled meeting is counterproductive and, in my opinion, defeats the purpose of having a CRM. I strongly support resolving this issue. A simple "activity cancelled" option in the contact file would be sufficient. Currently, it’s difficult to track booked and cancelled meetings.
Still a problem 4 years later, along with the meeting scheduler no availability text. Has meeting scheduler been removed from any sort of development or amendments?
