How to Suggest Meeting Times for Others Using HubSpot

Overview

This article provides guidance on how to propose meeting times for other team members using HubSpot's Meeting Scheduler functionality.

Issue

Many users have expressed the need to suggest meeting times on behalf of their colleagues, such as sales representatives. However, the current features in HubSpot are somewhat limited in this regard.

Current Functionality

Currently, the "Insert Proposed Times" feature enables users to propose meeting times, but it only works from the calendar of the user who is creating the proposal. This means that suggesting times for others isn’t straightforward.

Suggested Workaround

To effectively propose meeting times for team members, you can use the following workaround:

1. Utilize Round Robin Meeting Links:
   • Create a round-robin meeting link that encompasses the availability of all relevant sales representatives. This approach allows prospects to choose from a wider selection of available times, streamlining the scheduling process.

Additional Information

• Feedback regarding enhanced proposed time features has been submitted to the HubSpot Ideas forum for potential future development. Users who are interested in this improvement are encouraged to share their thoughts there.

By leveraging the round-robin functionality, you can better manage meeting scheduling for your team, bypassing the limitations of accessing individual calendars directly.