Tips, Tricks & Best Practices

dhordos
Member

Change the ownership of a meeting after invitation sent

SOLVE

Hi there!

I would like to find a solution or workaround to my problem.

We are using the Scheduling page (Sales > Meetings) to book a meeting to our AEs. But there are some cases when 2 AEs would like to swap the meeting between each other and change the ownership of it. Or simply would like to handover and delete the meeting from his/her own calendar and make the spot free. How can he/she change the ownership of the meeting, which would make the change in HubSpot as well?

Thanks in advance!

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1 Accepted solution
TomM2
Solution
Key Advisor | Partner
Key Advisor | Partner

Change the ownership of a meeting after invitation sent

SOLVE

Hey @dhordos  this is not currently possible, there is an open feature request on the ideas forum however which I would definitely recomend upvoting to bring this further to the attention of the HubSpot product team! 

https://community.hubspot.com/t5/HubSpot-Ideas/Adjust-Meeting-Owner/idi-p/361250

 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

Did my post help answer your query? Help the community (and me) by marking it as a solution.


View solution in original post

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1 Reply 1
TomM2
Solution
Key Advisor | Partner
Key Advisor | Partner

Change the ownership of a meeting after invitation sent

SOLVE

Hey @dhordos  this is not currently possible, there is an open feature request on the ideas forum however which I would definitely recomend upvoting to bring this further to the attention of the HubSpot product team! 

https://community.hubspot.com/t5/HubSpot-Ideas/Adjust-Meeting-Owner/idi-p/361250

 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

Book a meeting

Did my post help answer your query? Help the community (and me) by marking it as a solution.


0 Upvotes