It would be good for a management view to report on the meetings booked by their sales team members and their outcomes similar to when you log a call you can log whther the call was connected, voicemail etc. there is no such function for a meeting to see if the meeting went ahead or not so management can't see the % meetings upheld etc. This would be vital for a sales team to see and help plan future meetings.
If you'd like access to the beta, you can speak with your customer succes representative and ask for access to the 'Meetings outcomes' beta. This will allow you to include specific outcomes to a meeting, build new reports based on outcome, and trigger workflows.
+1 here. It's very hard to calculate the number of meetings held vs scheduled and no show rate which is critical for helping us forecast. It's a cumbersome workaround of adding properties and making a rep make extra clicks throughout their day to get this type of reporting today.
If you'd like access to the beta, you can speak with your customer succes representative and ask for access to the 'Meetings outcomes' beta. This will allow you to include specific outcomes to a meeting, build new reports based on outcome, and trigger workflows.
Yes! I'm trying to create that my company's sales director! A birds eye view of all of the meetings, the outcomes to identify the meetings that didn't work, figure out why and find a solution to do better!
Also, it would have the added benefit for groups of sales teams to have a dashboard of all the meeting they have coming up as well!
I absoloutely can not believe that you can not go into hubspot and see a list of upcoming and past meetings, and it should be listed with the other tasks - it's even more unbelievable that you can not add a meeting in the app - what about all of the outside sales people that use this and have no internet access / computer sitting on a desk to put their meetings in whle going from client location to location? Some days I set 5 appointments in a day, am I supposed to keep track in a note pad and enter it all later in the crm? If so why have a crm? CRM is supposed to make our jobs easier NOT harder and seeing notes that customers have been asking for this since 2017 speaks volumes about Hubspot.
Please, please add a calendar feature where we can view our entire calendar by the month or the week. This feature would be extremely benefical and appreciated! Thank you so much xo
Agreed! This feature is fundamental for businesses that schedule meetings.
Debe ser un usuario registrado para añadir un comentario aquí. Si ya está registrado, inicie sesión. Si todavía no está registrado, hágalo e inicie sesión.