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