as a sales, i need to visit the bis customers, so i will have a plan, for example i need to visit 2 companies tomorrow, and i need to ①collect their feedback and ② introduce the new product to them. after finished the visiting, i will check these 2 list and add comments about the 2 list.
do HubSpot have the stander module for visiting? or how can i realise it in HubSpot?
Hi @Jaylin,
I would recommend using the meetings functionality here, specifically setting up meeting types for these visits and logging them manually:
You can then build lists, reports, etc based on this and also run automation.
Alternatively, there is a new appointments object which you can activate: Define your data model with recommendations
AAt the moment, I don’t see how this would have benefits over the approach described above. This gives you separate records for each visit.
Best regards