I'd like to be able to report which companies we have not met with but it doesn't seem possible? There's only no activity within a certain time period?
If I can manage to achieve this I would also like to know if there are companies who haven't had a meeting with us of a particular meeting type, eg: show all companies where no meetings = type x.
It is possible, it's just not immediately intuitive. This can be solved with lists.
First, create list of companies (Menu > Contacts > Lists) which are associated with meetings of a specific type. Then, create a second list of companies which are not a member of the first list. Voilà.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
It is possible, it's just not immediately intuitive. This can be solved with lists.
First, create list of companies (Menu > Contacts > Lists) which are associated with meetings of a specific type. Then, create a second list of companies which are not a member of the first list. Voilà.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer