Creating reports on supplemental goals (meetings and calls)
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Creating reports on supplemental goals (meetings and calls)
解決Hello @AManess,
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.
Regards,
Creating reports on supplemental goals (meetings and calls)
解決Hello @AManess,
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.
Regards,
Creating reports on supplemental goals (meetings and calls)
解決Hi @AManess
Thank you for reaching out!
I want to tag some of our experts here - @Josh @Dan1 @StjepanGrcic do you have any thought for @AManess on this?
Thank you!
Best
Tiphaine
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