How to build a Client Engagement tracker in HubSpot?

[RSchweighart]

Hi @McBainKD,

My initial reaction would be to log the engagements as meetings. You could update the meeting types to match the purposes you have listed above. Then, for next steps and next steps owner, leverage tasks within HubSpot.

Let me know any drawbacks you might experience going this route, and we can work through how to resolve them.

Here’s how to edit meeting types. Note only one meeting type can be selected.

All the best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help organizations grow using HubSpot and Zapier.