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How do I add my colleagues to a meeting?

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Berater

If I'm adding a meeting with a client or prospect and some of my colleagues are also attending how do I add them to the meeting within Hubspot?

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Koryphäe

Just add each colleague to the CRM as a contact. That way, you can associate them with meetings, tasks, deals, etc..

 

It may also be helpful to set their Lifecycle Stage to 'Other' (if appropriate for your organization).

Hope that helps.

 

Best,
Frank

 

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Koryphäe

Just add each colleague to the CRM as a contact. That way, you can associate them with meetings, tasks, deals, etc..

 

It may also be helpful to set their Lifecycle Stage to 'Other' (if appropriate for your organization).

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Berater

Do you do this as standard practice then? Only Hubspot's own advice seems to be to keep your own team out of the CRM.

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Koryphäe

>>Do you do this as standard practice then?

Sure do, when appropriate (as in this case). 

 

>>Only Hubspot's own advice seems to be to keep your own team out of the CRM.

Don't recall HubSpot taking that position. Did you read that somewhere?

 

Hope that helps.

 

Best,
Frank

 

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Berater

>>Sure do, when appropriate (as in this case). 

Makes sense to me, thanks for the tip.

 

>>Don't recall HubSpot taking that position. Did you read that somewhere?

Hmm it's possible I've inferred it, possibly as a result of one of the CRM defaults being to not log emails from your own domain.

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Koryphäe

>>Hmm it's possible I've inferred it, possibly as a result of one of the CRM defaults being to not log emails from your own domain.

 

Gotcha.

Interestingly enough, adding HubSpot Users to the CRM (as contacts) is a workaround for at least one bothersome missing HubSpot feature -- i.e., the ability to obtain a LIST of HubSpot Users. Currently, no way to do that without scraping the Users screen. (not fun)

 

As such, we generally add all HubSpot Users to the CRM and treat with a custom property so we may quickly extract a list of HubSpot Users &/or quickly send bulk questions/notifications to the list -- e.g., "Do you still work here?" / "HubSpot will be down this weekend!" Piscadela do Smiley Also, useful for other purposes (like meeting invitations).

 

Good luck with your projects.

Hope that helps.

 

Best,
Frank

 

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