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Creating reports on supplemental goals (meetings and calls)
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Is there anyway to create a report on supplemental goals (meetings and calls)? We are able to set the goals, but not create a report that includes the quote.
Yes, we can create reports on the basis of calls and quotes through the Custom Report builder under Reporting Section.
For the meeting, you can use the date filter of the last meeting booked in meeting tools in the HubSpot.
Also, if two meeting links are created with different titles then we could use the 'meeting title contains' filter to show the meetings booked per link.
Yes, we can create reports on the basis of calls and quotes through the Custom Report builder under Reporting Section.
For the meeting, you can use the date filter of the last meeting booked in meeting tools in the HubSpot.
Also, if two meeting links are created with different titles then we could use the 'meeting title contains' filter to show the meetings booked per link.