After you've connected your calendar, you can manage your meetings in a dedicated calendar view. The dedicated calendar view allows you can review past meetings, prepare for upcoming meetings, and schedule new meetings, all in one place.
Please note: if you're a Super Admin, you can opt your account into the Meetings calendar in the main navigation beta.
After you've opted into the beta:
- In your HubSpot account, click More, then navigate to Sales > Calendar. If More doesn't appear in your account, navigate to Sales > Calendar directly.
- Use the controls at the top to adjust how the calendar displays:
- Click the dropdown menu and select, Day, Week, or Month to adjust the scope of the calendar.
- Click the Key dropdown menu and select the checkboxes for the types of events you want displayed on the calendar.
- Click the time zone dropdown menu and select the time zone you wish to use.
- Click the arrow buttons on the top right to navigate between different months, weeks, or days.
- To review a list of upcoming meetings, click Upcoming meetings on the left panel.
- To review a list of past meetings, click Past meetings on the left panel.
- To review a specific meeting's details, click the meeting on the calendar itself.
- To schedule a new meeting:
- At the top right, click Schedule a meeting.
- In the dialog box, enter your meeting details.
- When you've finished adjusting the meeting details, click Schedule meeting.
Meetings
BETA
