Report of meetings

SOLVE
SDavis6
Participant

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 Accepted solution

Accepted Solutions
ConnorSlivinsky
Solution
Key Advisor | Elite Partner

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



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


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2 Replies 2
TiphaineCuisset
Community Manager

Hi @SDavis6 

 

Thank you for reaching out.

 

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

 

Thank you!

Best

Tiphaine


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0 Upvotes
ConnorSlivinsky
Solution
Key Advisor | Elite Partner

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



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


Learn More...
Powered by Terminus

View solution in original post