Sales Hub Tools

danny2327
Participant

Request: Would like a way to have a default user in round robin meeting

There are 2 of us in a round robin meeting group, and I need to be the one chosen each time if I am available, and only go to the other user as a backup, ie busy/before I start for the day.  It looks like currently it's selected at random.  Using contact owner is not reliable for this purpose.  

  • If multiple users on the meetings link are available during the selected time and the If contact is owned, show owner's calendar option is not selected, then a user will be selected for the meeting at random.
danny2327
Participant

Request: Would like a way to have a default user in round robin meeting

Meant to say either a default user, or an ordered list of users.  Ideally even a combo, ie if person A is available, meet with them, then try person B, otherwise anyone else on the list. 

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Request: Would like a way to have a default user in round robin meeting

Hi @danny2327 

 

Thank you for reaching out

 

You're correct that this is expected behaviour at this stage with the Round Robin Meeting tool - however I want to tag some of our experts to see if they encountered this question before and if they have a workaround - @MatthewShepherd @ConnorSlivensky @Dan1 @Daniel_Bleich any workaround to share with @danny2327 on this? 

 

Thank you

Best, 

Tiphaine


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0 Upvotes