HubSpot Ideas

vanessahunt

Sales Analytics/Meetings: Ability to mass update 'Meeting outcome'

I have a client with a special use case for Meetings.

 

When a Sales Rep holds a meeting, the meeting must later be 'Approved' by a Manager in order for them to receive recognition for it as part of their business development activities. 

 

The Sales Analytics tool works well to 'visualise' overall Meeting Outcomes for each sales rep in a specific period. What we also need is the capabality for a Manager to be able to collectively review all Meetings and then perform a mass update on the Meeting Outcome from Completed (or otherwise) to Approved

 

When you click on the total meeting number in the table at the bottom of the page (see screensho below), it would be great to be able to mass select that list of meetings in the subsequent overlay/modal window (maybe de-select one or two) and then update the Meeting Outcome from Completed to Approved. (Similar to the functionality you have when you click 'View all' in a sidebar to view all Contacts/Deals/Tickets for a Company in a List View and you could select the check box (far left) to select all records in the View and perform a mass edit).

 

Please let me know if you need further info to consider this enhancement 🧡

 

Meeting outcomesMeeting outcomes

1 Reply
TCoppen1
Participant