This guide shows you how to do the proposal creation booking within the HubSpot deal
Steps:
1. Within the deal, go to the upper left portion of your interface and click on the Meeting icon.
2. When the meetings scheduler pops up, under Host, select Meeting Rotation and choose Proposal Creation Meeting Rotation.
3. Fill in the title with the following format: <Deal Name> - Proposal Creation
4. Choose a Start Date and select the Start and End Times.
5. Under Meeting Type, select Proposal Creation.
6. Under Attendee Description, add in the #brief snippet and place your proposal brief there.
7. Once done, hit Save
Loom Video:
Notes:
1. Keep in mind that there's only a maximum of 2 booking slots per audit specialist. For larger accounts, you can take both booking slots for a single booking.
2. Booking slot times should only be the following:
- Booking Slot 1 (Morning): 9am - 12pm
- Booking Slot 2 (Afternoon): 1pm - 4pm
2. A normal booking slot is 3 hours, also taking into account lunch break.
3. When cancelling bookings, you will need to contact the audit specialist to clear the booking from their calendar as there's no way to do it in HubSpot's meetings scheduler. Booking another event in place of that will be done via the process stated in this guide.