Making it easier to log meetings and attach notes to those meetings
SOLVE
1 Accepted solution
Making it easier to log meetings and attach notes to those meetings
SOLVEHi @JKaufman,
@JKaufman wrote:
One of the important dates for us is the date of the "first meeting". To capture this, we have a "first meeting" meeting type.
Unfortunately not, no. You could create a list of contacts who are associated with this meeting type and where the activity date is less than one day ago. You could then create a workflow that re-enrolls contacts who enter this list and increase a number property on the contact by +1. If it's greater than 1, you know the meeting type was used twice. It's a workaround that notifies you after the fact.
@JKaufman wrote:
More advanced - is it possible to create some sort of UI / onboarding flow where it is very easy to log a new first meeting with specific information (the deal, the company, the contact, the notes of the meeting)
There aren't any features for required associated records during note creation. Creating a playbook that contains instructions to do so would be closest to what you're asking: https://knowledge.hubspot.com/playbooks/use-playbooks
Let me know if you have any follow-up questions!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Making it easier to log meetings and attach notes to those meetings
SOLVEHi @JKaufman,
@JKaufman wrote:
One of the important dates for us is the date of the "first meeting". To capture this, we have a "first meeting" meeting type.
Unfortunately not, no. You could create a list of contacts who are associated with this meeting type and where the activity date is less than one day ago. You could then create a workflow that re-enrolls contacts who enter this list and increase a number property on the contact by +1. If it's greater than 1, you know the meeting type was used twice. It's a workaround that notifies you after the fact.
@JKaufman wrote:
More advanced - is it possible to create some sort of UI / onboarding flow where it is very easy to log a new first meeting with specific information (the deal, the company, the contact, the notes of the meeting)
There aren't any features for required associated records during note creation. Creating a playbook that contains instructions to do so would be closest to what you're asking: https://knowledge.hubspot.com/playbooks/use-playbooks
Let me know if you have any follow-up questions!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
