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May 26, 2022 3:53 PM
Hi,
I would like to add the number of hubspot meeting per contact in a dedicated field. Do you know how to do this ? My client sell coaching, so each meeting will be a credit.
Thank you for you help
Solved! Go to Solution.
May 27, 2022 12:30 AM
Hi @BLEMETAYER,
From a first glance, this would require a Professional subscription. Here's how I would approach this.
First you'd create a custom property (number field). In a contact-based workflow, you would then count up +1 every time a new meeting is booked. (This number would only populate going forward and not take into account previous meetings.)
There is unfortunately no default property for this.
In a Professional subscription, you could also create a custom report to see the number of meetings per contact (Menu > Reports > Reports > Create custom report > Custom Report Builder > Sales activities). You would filter for Activity type meeting and visualize the number of meetings by contact.
In a Starter subscription, this can't be done as far as I know.
Hope this helps!
Karsten Köhler |
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May 27, 2022 4:36 AM
Super clear ! Thanks a lot for your time @karstenkoehler 🙂
May 27, 2022 12:30 AM
Hi @BLEMETAYER,
From a first glance, this would require a Professional subscription. Here's how I would approach this.
First you'd create a custom property (number field). In a contact-based workflow, you would then count up +1 every time a new meeting is booked. (This number would only populate going forward and not take into account previous meetings.)
There is unfortunately no default property for this.
In a Professional subscription, you could also create a custom report to see the number of meetings per contact (Menu > Reports > Reports > Create custom report > Custom Report Builder > Sales activities). You would filter for Activity type meeting and visualize the number of meetings by contact.
In a Starter subscription, this can't be done as far as I know.
Hope this helps!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |