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Nov 1, 2021 6:11 PM
Nov 2, 2021 9:52 PM
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
Nov 2, 2021 4:51 AM
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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