Dashboards & Reporting

SDavis6
参加者

Report of meetings

解決

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件の承認済みベストアンサー
ConnorSlivensky
解決策
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

Report of meetings

解決

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

元の投稿で解決策を見る

2件の返信
ConnorSlivensky
解決策
キーアドバイザー | Elite Partner
キーアドバイザー | Elite Partner

Report of meetings

解決

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

TiphaineCuisset
コミュニティーマネージャー
コミュニティーマネージャー

Report of meetings

解決

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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