Update a Meeting description without sending update

When I book a meeting through meetings or in my google calendar, it shows up on the person't Hubspot profile. After the meeting takes place I want to go back and add notes to that meeting. If I do this, I have to save and send updates to everyone. 

 

To get around this I end up logging the meeting seperately, and it's duplicated on their profile.  Please make it so I can edit past meeting without updating everyone!

25 Replies
Occasional Contributor

I just searched for this topic as this issue only started happening recently despite me not making a settings change on my end. I actually like that upcoming meetings are being populated in Hubspot automatically but totally hate (yes, hate!) that I can't add notes to a past meeting without sending them to the attendee(s). The recommended solution of using the Note button isn't consistent with how many of us use this option which is typically for information unrelated to a call or meeting. That's the whole point of these different categories and the powerful filtering tool.

 

Would be great to hear what a proposed fix might look like from HubSpot's end even if you aren't ready to roll it out. Let us help you first confirm how your plan to solve this aligns with our actual pain. My suggestion would be to add a button that allows the meeting record to be saved without sending.

New Contributor

We need the ability to save the meeting without sending.  Apprears this works when the date has past.  This is a dire need!

New Contributor

I agree with the above. There should be a "save and send update" + "save" button only. My sales team are monitored on meetings booked and I need to know when a meeting has been cancelled, without having to delete it completely from the system. I would like to be able to add a note "cancelled" and filter those cancelled meetings through my dashboard reports.  

New Member

Totally need this improvment on Hubspot.

New Contributor

+1

 

This has got to be one of the least intuitive elements of HubSpot.