Dashboards & Reporting

MNar
Contributor

Meetings count

SOLVE

Hi all, just looking at my 'prospecting activities' report, under 'meetings', where it says I had booked 7 meetings in the fiscal year (2 are irrelevant), however when looking at meetings booked via sequences there are only 2 meetings. I know for a fact that at least 3 were booked via sequences.

 

How does HS determine whether a meeting was booked via a sequence or not?

 

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tverdokhlib1
Solution
Top Contributor | Partner
Top Contributor | Partner

Meetings count

SOLVE

@MNar 

It must determine Meeting Submissions from the emails in Sequences. So after somebody clicks the Meeting Link at the Sequence email and Schedule time, this is a trigger to stop the Sequence and also to be a part of the report "booked via sequences".

 

All other meeting bookings (on your website, marketing emails, direct links, etc.) are determined as outside of Sequences.

Anton Tverdokhlib,
HubSpot Expert | RevOps & CRM & Automation Consultant



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tverdokhlib1
Solution
Top Contributor | Partner
Top Contributor | Partner

Meetings count

SOLVE

@MNar 

It must determine Meeting Submissions from the emails in Sequences. So after somebody clicks the Meeting Link at the Sequence email and Schedule time, this is a trigger to stop the Sequence and also to be a part of the report "booked via sequences".

 

All other meeting bookings (on your website, marketing emails, direct links, etc.) are determined as outside of Sequences.

Anton Tverdokhlib,
HubSpot Expert | RevOps & CRM & Automation Consultant



MNar
Contributor

Meetings count

SOLVE

Thank you!

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