Help differentiating meeting types in HubSpot

[TVaz]

Hey everyone,

I’m looking for a way to better categorize meetings in HubSpot. Right now, I can’t easily distinguish between intro meetings, follow-up meetings, and non-commercial meetings. For example, we run workshops that sometimes include target accounts, but these aren’t commercial meetings and shouldn’t be counted as prospecting, even though prospects are involved.

Is there a way to align sales stages with meeting types and clearly differentiate commercial from non-commercial meetings? Has anyone found a good workaround for this?

Would love to hear how others are handling this! Thanks in advance.

[Shubham_Sharma · Accepted solution]

@TVaz 

Create custom types for calls and meetings to have a better understanding of how your sales team is spending time to align sales stages with meeting types and differentiate commercial from non-commercial meetings in HubSpot, follow these steps for more information on this: https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types 

[TVaz]

Thank you so much! That's exacly what I need!

[TVaz]

Hi Karsten,

Thank you for your prompt reply. First, we need to track and report the number of intro meetings, demo meetings, and follow-up meetings. Second, since we sometimes hold industry workshop meetings that are unrelated to prospecting, I want to exclude those from my report. It would be helpful to have a “Meeting Type” field that I can use as a filter in my report. However, I currently don’t see a way to implement this. Thank you!

[karstenkoehler]

@TVaz the reporting part can be done with HubSpot reporting tools, selecting activities/meetings as a report data source: https://knowledge.hubspot.com/reports/create-custom-reports

For those industry workshops, either you create a separate meeting type for that (which would allow you in reports to filter for all meetings where meeting type is none of that new one) or you simply don't add a meeting type to those industry workshop and keep the field empty (in which case you would only filter for meetings where type is known in your reports).

[karstenkoehler]

Hi @TVaz,

Could you explain this in more detail?

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@TVaz wrote:

Is there a way to align sales stages with meeting types and clearly differentiate commercial from non-commercial meetings? Has anyone found a good workaround for this?

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What exactly are you referring to when you say sales stages? What exactly would you want to work around?

Best regards