Dashboards & Reporting

SDavis6
Teilnehmer/-in

Report of meetings

lösung

Does Hubspot have a way to differentiate types of meetings?  How it is it pulling these in and differentiating client meetings?  For example we have customer meetings for existing accounts for check-ins but meetings with new prospective clients that are helpful to track separately.  Is there a way to differentiate these?  

1 Akzeptierte Lösung
ConnorSlivensky
Lösung
Autorität | Elite Partner
Autorität | Elite Partner

Report of meetings

lösung

HubSpot does have a Call and Meeting Type functionality however it is only available to Sales Pro and above.

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
ConnorSlivensky
Lösung
Autorität | Elite Partner
Autorität | Elite Partner

Report of meetings

lösung

HubSpot does have a Call and Meeting Type functionality however it is only available to Sales Pro and above.

TiphaineCuisset
Community-Manager/-in
Community-Manager/-in

Report of meetings

lösung

Hi @SDavis6 

 

Thank you for reaching out.

 

I want to tag some of our experts on this - @ConnorSlivensky @Mike_Eastwood @Josh do you have any thoughts or @SDavis6 on this? 

 

Thank you!

Best

Tiphaine


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