Create Meeting Topics - Ability to tag or indicate a meeting type
In sales you need to see the progress of an account through the pipeline. You also need to fill the top of the funnel with appointments!
I am asking for the ability to tag or name types of appointments so we can see if the reps are putting the right activity into the funnel on a daily/weekly basis.
As an example, in my organization, they need to run 7 discovery appointments each week. From those appts, they will get 3.5 demo's the next week, and have 1 pricing/closing meeting.
The problem with Hub Spot reporting is I get a report that says total meetings, as an example: 11 meetings. I have to drill into each rep to look at what activity that is to see how many were first time/discovery meetings.
Please add the ability to tag or indicate the type of meeting.
Any sales organization needs to measure first time meetings, if not then they are not looking at growing! Please add this ability!