Scheduled Meetings View

HammockWeb

I have quite a few scheduled events 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 currently see these meetings on my Google Calendar, but there is a problem with only having the way of reviewing my meetings: They are mixed in with all my other calendar events and not easily spotted. I would recommend that the meetings view offer a list form, such an upcoming tasks view, and a calendar view so I can easily see how many meetings are scheduled for each day or week.

NOTE: This idea originally included additional asks around filtering and reporting on meetings. If you are interested in meeting reporting, please upvote this idea instead so we can gauge community interest.

 

HubSpot updates
3 weeks ago

@HammockWeb - thanks for the additional feedback. It sounds like one of your main goals is to have a full calendar inside of HubSpot that allows you to see your HubSpot scheduled meetings and those scheduled meetings of your team, but not necessarily every event on your calendar? 

 

@Rachel_KL - I'd recommend creating a new idea on the forum for drilldown reporting on meeting links, or adding your feedback to this idea here

Status updated to: Delivered
Jan 19, 2021

Hi HubSpot Community,

 

I'm happy to announce that we have now delivered a scheduled meetings view inside of HubSpot. To find your scheduled meetings view, navigate to Sales>Tasks. On the right hand of the page you'll see a sidebar, with a tab specifically for your schedule:

Tasks.png

 

 

 

In order to see events in your schedule tab, you'll need to connect your Google or Office 365 calendar with HubSpot. After doing so, you will see your scheduled events for the day. 

 

Please let us know if you have any questions or feedback!

 

Scott

Status updated to: In Planning
Dec 18, 2019

Hi HubSpot Community!

 

Scott from the product team here. Reading through this idea and its comments, there seems to be a couple of ideas represented here: 

 

1) Being able to view a list of meetings in HubSpot - similar to what a calendar view would provide. 

2) Being able to better report on meetings (# of meetings per week by rep, meeting outcomes, etc.). 

 

While we're planning to address both of these ideas in the coming quarters, we're first focused on building out an experience on desktop and mobile that will allow you to see a list of your scheduled meetings inside of HubSpot.  

 

If you're interested in getting beta access to this feature once it's available, please take a moment to fill out this short beta form: https://forms.gle/ps1UJiStsTsBSCCp9

 

Here's a sneak peek of what a scheduled meetings view could look like in HubSpot web and mobile applications (please note these designs are subject to change pending your feedback!):

 

Agenda.pngimage (4).png

 

*Note: if you upvoted this idea because you were most interested in meetings reporting, please upvote this idea instead which is more specific to meeting reporting. 

 

Thanks,

Scott

 

Status updated to: In Planning
Feb 26, 2019

Aug 25, 2017

It would be awesome to run lists based on more than the four Meetings properties that are currently available in the tool. For example, it would be great to report based off certain properties like Meeting Name, Location, etc., and would really give the Meetings tool a competitive edge!

87 Replies
smg
Member

The Meetings application that Hubspot has is very poor. I only see in my GMAIL calendar that I have a meeting  and I don't know with whom it is. There is also no page where I can see all my meetings
future.
Nor can I change the time or cancel them.
Please let me know when they improve it, meanwhile, I must stop using it.
Thank you

milosuma
Participant

Definitely a much needed feature upgrade.

Status updated to: Delivered
sjudson
HubSpot Product Team

Hi HubSpot Community,

 

I'm happy to announce that we have now delivered a scheduled meetings view inside of HubSpot. To find your scheduled meetings view, navigate to Sales>Tasks. On the right hand of the page you'll see a sidebar, with a tab specifically for your schedule:

Tasks.png

 

 

 

In order to see events in your schedule tab, you'll need to connect your Google or Office 365 calendar with HubSpot. After doing so, you will see your scheduled events for the day. 

 

Please let us know if you have any questions or feedback!

 

Scott

HammockWeb
Member

Hello Scott,

 

Thanks for sharing this exciting news. I very much appreciate the effort the Hubspot team has made to add this view to Hubspot and also feel Hubspot is a great marketing/sales tool that is constantly getting better. And in the spirit of making Hubspot even better, I'd like to provide my feedback.

 

When I originally kicked-off this discussion of a calendar tool inside Hubspot, I had certain features in mind. Based on that original post, here are my comments:

 

1. The view should only be of Hubspot scheduled meetings. For all my meetings, I can easilly view my Google calendar. In fact when I first contacted Support and asked about this feature quite a while ago, I was told Hubspot doesn't have it, but I can look at my own Google Calendar for that. I explained I was trying to isolate and view prospect meetings as part of my sales management process, and not view all my meetings. If you are going to show all meetings, then a filter would be helpful that would allow me to filter on types of meetings (e.g. Meetings scheduled with my prospects).

2. When I have multiple team members, I wanted to be able to view each of their calendars and also see all of their calendars in one place. This would help me both manage individual team members and also see the overall performance of my team in setting meetings with prospects.

3. In terms of the new view, as it looks now, I can only see one column (which is not expandable), for a single day on my calendar. This gives me a very myopic (and not so easy to use) view of my prospect meetings over the next week or month. The calender would be even more helpful if it could be stretched or pop'd out and also allowed me to select a view type, such as Day, Week, Month.

 

Again, thanks for your efforts in general and specifically, rolling out this new view.

 

Best wishes

 

 

Rachel_KL
Participant

This feature is great but doesn't address my request.  My original request was:

 

I have created a couple different meetings links for different reasons.  In the meetings dashboard I can see how many views my meetings have gotten and how many people have booked meetings using that link.  Ideally, I'd like those numbers to be hyperlinks that I can click and see who has viewed and booked a meeting.  I'd settle for being able to run a report showing the details.  Just seeing the stats/numbers aren't that useful.  I want to know who is behind these numbers.

 

Will this be addressed on this idea later or should it be moved to another idea since the status of this idea is now "delivered"?

milosuma
Participant

Awesome. Checking it out and will return if there are any questions or comments.

sjudson
HubSpot Product Team

@HammockWeb - thanks for the additional feedback. It sounds like one of your main goals is to have a full calendar inside of HubSpot that allows you to see your HubSpot scheduled meetings and those scheduled meetings of your team, but not necessarily every event on your calendar? 

 

@Rachel_KL - I'd recommend creating a new idea on the forum for drilldown reporting on meeting links, or adding your feedback to this idea here