Dashboards & Reporting

SDavis6
Participante

Report of meetings

resolver

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 Soluciones aceptada
ConnorSlivensky
Solución
Asesor destacado | Partner nivel Elite
Asesor destacado | Partner nivel Elite

Report of meetings

resolver

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

Ver la solución en mensaje original publicado

2 Respuestas 2
ConnorSlivensky
Solución
Asesor destacado | Partner nivel Elite
Asesor destacado | Partner nivel Elite

Report of meetings

resolver

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

TiphaineCuisset
Administrador de la comunidad
Administrador de la comunidad

Report of meetings

resolver

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


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Me gusta