Firstly, not to have to add an existing hubspot user as a contact to be able to add them.
Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the meeting
Sharing an update with you all to let you know that we've been following this closely the last several months and have begun to plan out a series of changes to the scheduling experience from a CRM record that would allow users to schedule meetings on behalf of other users, and more. For now, I'll share these concepts to show you how this might look. Details are subject to change based on technical limitations and feedback, but in summary we plan to include the following functionality in this experience:
We are planning to prioritize some updates to scheduling from a contact record, which includes a solution that would resolve this issue.
Here are some details about current work which will influence our team's timing and ability to begin working on this solution:
The team is currently working on 2 projects:
We then plan to pick up this project once the above 2 projects are out. This will likely happen later in Q4 or early next year.
The solution we have in mind is currently being evaluated and reviewed internally, but we hope to make some changes to the scheduling experience on the contact record to:
- allow users to schedule on behalf of other users
- allow users in invite other users to meeting scheduled
- provide the ability to view calendar availability while scheduling from a contact record
Thanks everyone for sharing your feedback and comments on your use-cases how you'd like this solution to work!
Thank you all for sharing your feedback!
For transparency I am updating this issue from "In Planning" to "Not Currently Planned" because we wont be able to get to this in the next quarter. Adding users to a meeting invite, or removing yourself, is important to any sales teams structured with a SDR/BDR to Account manager handoff. We are evaluating this closely, I will provide an update here once we are able to review this for planning.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.