Align "Outcome" with "Booking Status"
Booking Status values should be "Booked", "Not Booked" or "No Option Presented".We have high inbound volumes, of which a significant portion are outside of our ICP. They are routed to a separate landing page rather than presented with the ability to book time, so their status in Chili Piper is "No Option Presented." However, our DQs look identical to qualified leads that have "Not Booked" in Salesforce. Both have blank Meeting Types with "Not Booked" Booking Statuses, and it makes reporting, automation, and a general lack of understanding for my salespeople a bit more tricky.
Patty McIntyre
shared this idea
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Chad Hohn commented
We need this but for HubSpot. The hubspot meeting outcome works great but the only issue on our side is that the status of the meeting does not move to "Completed" after the meeting end time has passed. The other parts work great!