Updating the meeting type in the meeting without sending it to the customer

Hi Hubspot team,

 

I wanted to track the meeting types made by our reps to see whether certain meeting types are more effective for the conversion and how many of the meetings were performed of a certain type.

 

The problem is that when the meeting ends and I want to add this meeting type to the past meeting, there is no option to save it for the internal usage only - you can only send this as an update to the customer.

 

I do not want our customers to see that it was, for example, call to close or discovery call. 

 

The only way would be to delete the current meeting from the system and add a 'log' of the meeting, otherwise, the things will be duplicated.

 

Thanks for looking at it.

3 Replies
New Contributor

Hubspot Team - I am having the exact same issue as the above.  Was this addressed?

Occasional Contributor

@LenForsyth I have spoken with the Hubspot team and they said at the moment this functionality does not send anything to the customer so we are keeping using it (but this is certainly a bug as the button says that it updates the customer)

 

However, I do not understand how we can use the meeting types that is quite important if it would be sending updates to clients.

New Contributor

@Monika Thanks for the update! I tested this and it seems to be the case. Appreciate the help