Dashboards & Reporting

JDavies7
Miembro

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

 
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3 Respuestas 3
Mike_Eastwood
Asesor destacado | Partner nivel Gold
Asesor destacado | Partner nivel Gold

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
Administrador de la comunidad
Administrador de la comunidad

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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EGutnik
Miembro

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

did you ever get a reply about this? 

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