Dashboards & Reporting

SDavis6
Participant

Report of meetings

SOLVE

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
ConnorSlivensky
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Report of meetings

SOLVE

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

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2 Replies 2
ConnorSlivensky
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Report of meetings

SOLVE

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

TiphaineCuisset
Community Manager
Community Manager

Report of meetings

SOLVE

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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