Using Schedule vs Create task for planning meetings (problem planning upcoming meetings)
7 9, 2017 4:55 AM
Hello fellow HubSpot users,
I am using "Create task" to plan for upcoming calls/emails and to plan for general ToDo's.
And I use "Log Activity" to log calls, emails and meetings.
However, I have problem planning upcoming meetings.
If I use "schedule" a meeting HubSpot sends a calendar invite to the attendee (which I do not want). I only want my personal calendar to be synced. Is it possible to so?
Furthermore, I only see the scheduled meetings in my calendar (not in my tasks list). Since I can not see upcoming meetings on the HubSpot interface it is difficult to plan my sales related meetings and review the meetings planned by my team members. Is its possible to see the upcoming meetings in the list of tasks?
Currently, I just use "Create task" to plan for upcoming meetings. But this results in incorrect stats in the dashboard. The only solution I see is:
1. create tasks to plan for upcoming meetings with "Meeting" in the name.
2. manually update my calendar,
3. delete the task after completing the meeting
4. log a meeting.
Is there a better way to plan and log meetings?
Thanks a lot!