Sales Hub Tools

PedroVV
Member

How can i log a meeting for other hubspot user?

SOLVE

My sales representative asked me to log a meeting for him, how can i log this and assign to him?

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

How can i log a meeting for other hubspot user?

SOLVE

Q: How can i log a meeting for other hubspot user?

 

Short A: Sure. Just go into the contact record and click on 'Schedule' at the top of the timeline.

(see image)

hubspot-crm-schedule-meeting.png 

 

Longer A:

Once there, you'll need to complete all the meeting details (including adding any other contacts that need to attend). 

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

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0 Upvotes
10 Replies 10
NKennedy2
Member

How can i log a meeting for other hubspot user?

SOLVE

It's really not best practise, but as a work around I create the BDM as a service ticket linked to their contact and the company.

Then I associate the ticket on each meeting. Reporting can then at least be built on SDR/ BDM.
I agree though, this should have been developed by now as it seems an obvious requirement.

0 Upvotes
kvonloesecke
Community Manager
Community Manager

How can i log a meeting for other hubspot user?

SOLVE

Thanks for sharing this workaround, @NKennedy2


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0 Upvotes
Tunch
Contributor

How can i log a meeting for other hubspot user?

SOLVE

Was there any update on a better solution? How do others track meetings booked for BDR/SDR's correctly if this can't be done??

0 Upvotes
nikk
Participant

How can i log a meeting for other hubspot user?

SOLVE

We use Meetings links under the Sales tab. It's not perfect because those links are meant for your contacts to schedule a meeting with you, so one of the fields is "Your email address" and you have to know to put in the contact's email address. Also, in our case we really want to know who scheduled the meeting to give that individual credit but as of now you cannot see who scheduled the meeting using the link. (I imagine that is because they are assuming the contact scheduled the meeting themselves.) It would be great if the regular meeting scheduler allowed you to select which user the meeting is for. It seems like it should be a really easy update so I am not sure why they haven't done it yet.

AWhitson16
Contributor

How can i log a meeting for other hubspot user?

SOLVE
Thank you Nikk! Agreed, we need the ability to give credit to the person
who scheduled the meeting.
0 Upvotes
gelflex-cc
Recognized Expert

How can i log a meeting for other hubspot user?

SOLVE
0 Upvotes
MFrankJohnson
Solution
Thought Leader

How can i log a meeting for other hubspot user?

SOLVE

Q: How can i log a meeting for other hubspot user?

 

Short A: Sure. Just go into the contact record and click on 'Schedule' at the top of the timeline.

(see image)

hubspot-crm-schedule-meeting.png 

 

Longer A:

Once there, you'll need to complete all the meeting details (including adding any other contacts that need to attend). 

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
Jimmy
Contributor | Diamond Partner
Contributor | Diamond Partner

How can i log a meeting for other hubspot user?

SOLVE

This is not a good solution because for a sales you need to be the owner to get credit for the meeting.

 

If you are an attendee it is not the same.

 

So wrong answer for me no ?

AWhitson16
Contributor

How can i log a meeting for other hubspot user?

SOLVE

@MFrankJohnson, Jimmy is correct. How do you set up a meeting for another Hubspot user so they get credit in sales analytics for the meeting?

PedroVV
Member

How can i log a meeting for other hubspot user?

SOLVE

Is this solution works for meetings that have already happened? A past record?