Scheduled Meetings View

I have quite a few scheduled evetns on my calendar. it would be helpful if there was a Scheduled Meetings page. Where I could see a list or calendar view of all meetings. I can curently see these meetings on my Google Calendar, but there is two problems with only having the way of reviewing my meetings:

1. The are mixed in with all my other calendar events and not easilly spotted

2. More importantly, I can't perform any analysis of what type of meetings, which meeting links and which reps are making and managing meetings. For example, I may have several users making meetings. I can't view all meetings for "Mark" in one place. I can't analyze which type and length of meetings are most popular and also I can't easilly see summary info on the individual meetings very easilly.

 

I would recommend that the meetings view offer the following view options:

1. list form, such as upcoming tasks view

2. calendar view so I can easilly see how many meetings are scheduled for each day or week.

3. filter options by Hubspot user, date and type - oh, Hubspot meetings don't have a type fields associated with them? That should also be added.

 

57 Replies
deastin
New Contributor

As a sales manager, I like that I can get a quick glance at how many meetings are being booked per business development rep, but I would like to be able to click into the report to see the underlying accounts.  This is important for many reasons like business reviews, month end reporting, compensation, etc.  That isn't something that is available today and agreed that this seems to be a HUGE oversight.  Since the post about this idea is pretty old and hasn't been fixed yet, I have to weigh my options for other CRMs

emibenderlassen
New Contributor

Yes! This would be a great feature! Especially, if I can see it for all my sales reps!
Number of meetings booked, when and with what rep. 

Ideally just added to the reps task list - just like you have calls, emails and to-dos - just add meeitngs. 

MattF
Top Contributor

@emibenderlassen exactly! Having them in the Tasks view with an export option would be perfect.

danyelb
Regular Contributor

Hi guys,

 

I just wanted to point you to something that might help eliminate some of the pain associated with this.

 

From the Sales Dashboard, you can click Add Report, then scroll down to Meetings and there you will find a Meetings widget which you can add to your Dashboard.

 

There are also a few more widgets/reports that might help you achieve what you are looking for. Among them a Task widget.

 

It's not the most elaborate, but it is a step in the right direction!

mpike
Top Contributor

Would be very useful. Trying to build out dashboards and not finding the current task/meeting views very helpful. Our sales team schedules things pretty far out - so the list of items can get a little overwhelming.

YonM
Regular Contributor

@danyelb that's really helpful. Thanks!

taylorfriss
Advisor

It would be great if there was a property called Next Meeting Booked that has the date of when the meeting is supposed to be held. This way, as a Sales Ops person, I could go into a report and see how many calls each rep has on the current day. 

paulschmidt Occasional Contributor | Diamond Partner | Certified Trainer
Occasional Contributor | Diamond Partner | Certified Trainer

This is a great idea. I would like to be able to see how many of my sales reps have even connected their Google/Outlook calendars. At the moment, there is no way for me to see how many of my reps have even connected their calendars without having to go to each rep and ask. Given the meetings functionality has to be connected at the user level, we need a managerial look at all of our reps within the main meetings screen.

nikk
Occasional Contributor

Yes! The Meetings feature needs a lot of work.

  1. We need a feature to allow us to know if the meeting actually happened. 
  2. We need to be able to reschedule meetings. While you can currently change the date on the contact record, doing so stops reminders from being sent out and does not update the calendar invite.
  3. Give the option for multiple meetings to be booked at the same time
  4. Please please please make the "schedule" tab on contact records connect with Outlook. Right now I have my team scheduling meetings with their leads using the meetings link, which is not ideal. We need to be able to schedule in outlook with the schedule tab and be able to set automated calendar invites, confirmation emails, and reminder emails through there. 
  5. In the meetings link form it says "Your Email Address" for the email form field. I wish we could edit that as we are having our team members schedule emails through that link and sometimes they accidentally put in their own email addresses instead of the lead's email address.
  6. As many have mentioned, the ability to see meetings in a list the way you see tasks in a list is crucial as well. The way it is now makes it so hard to keep track of meetings, especially if one contact has multiple meetings scheduled.

Meetings have so much potential but right now are so limited and almost unusable. We have to do everything in a roundabout fashion and it comprimises our data integrity.

 

Please do something about this! 

Shiry
New Contributor
 
‎I am quoting seamonsterwes as it is exactly what I am thinking: 

How about a "Booked Meetings" status page? Calendar is great, but we book meetings from all sorts of resources, and it would be helpful to see a segregated view of Hubspot meetings that have been booked, within the hubspot dashboard.