topic Re: Report of meetings in Dashboards & Reporting

Report of meetings

SDavis6 — Thu, 14 Oct 2021 19:20:42 GMT

Does Hubspot have a way to differentiate types of meetings? How it is it pulling these in and differentiating client meetings? For example we have customer meetings for existing accounts for check-ins but meetings with new prospective clients that are helpful to track separately. Is there a way to differentiate these?

Re: Report of meetings

TitiCuisset — Fri, 15 Oct 2021 09:14:02 GMT

Hi @SDavis6

Thank you for reaching out.

I want to tag some of our experts on this - @ConnorSlivensky @Mike_Eastwood @Josh do you have any thoughts or @SDavis6 on this?

Thank you!

Best

Tiphaine

Re: Report of meetings

ConnorSlivensky — Fri, 15 Oct 2021 14:38:45 GMT

HubSpot does have a Call and Meeting Type functionality however it is only available to Sales Pro and above.