Streamline Meeting Bookings with HubSpot's CRM Design Updates

HubSpot's latest CRM design update enables greater efficiency and ease in booking meetings on behalf of others. In this blog post, we'll explore the enhancements to the meeting booking experience, why they matter, and how they benefit users across various subscriptions.

What is It? 

HubSpot recently updated its CRM design to address user feedback regarding the challenge of navigating meeting rotations and user options when booking meetings. The update introduced design changes that allow users to locate and select users or meeting rotations for scheduling more easily. With improved visibility and sorting options, users can quickly identify their most frequently booked options and streamline the booking process.

How it Works

• Click on the "schedule a meeting" button on any CRM record.
• Use the radio buttons to choose between booking for a specific user or through a meeting rotation.
• If booking for another user, locate and select the desired user from the list provided.
• Users who frequently book meetings for the same coworkers will find their most recently booked options conveniently sorted to the top of the dropdown list.
• If booking through a meeting rotation, effortlessly locate and select the desired rotation from the list provided.
• Frequently used meeting rotations will be sorted to the top of the dropdown list for quick access.

Why It Matters

Efficient meeting booking is essential for productivity and collaboration within teams. By enhancing the user experience and making it easier to find and select users or meeting rotations, HubSpot's design update empowers users to schedule meetings more efficiently. This update is particularly beneficial for users who frequently book meetings on behalf of coworkers or utilize specific meeting rotations, saving them valuable time and reducing frustration.

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