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.