Dashboards & Reporting

JDavies7
Member

how do I build a report that shows number of Connected Calls per Demo Scheduled?

 
0 Upvotes
2 Replies 2
Mike_Eastwood
Key Advisor | Gold Partner
Key Advisor | Gold Partner

how do I build a report that shows number of Connected Calls per Demo Scheduled?

Hi @JDavies7 

 

We solved a similar challenge by setting the Call & Meeting Types. And, we set our meeting links up so they were automatically set to the appropriate meeting type.

 

When a HubSpot User sets the meeting with the lead they can selecte the Call Type as "Demo".

 

Then you can report on it.

 

Have fun

Mike

TiphaineCuisset
Community Manager
Community Manager

how do I build a report that shows number of Connected Calls per Demo Scheduled?

Hi @JDavies7 

 

Thank you for reaching out.

 

I want to tag some of our experts on this - @Dan1 @Mike_Eastwood @Josh do you have any thoughts for @JDavies7 on this? 

 

Thank you!

Best

Tiphaine


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