What is it?
Now live is the ability to catalogue your custom meeting types directly within the meetings tool.
Why does it matter?
Recently, HubSpot launched the ability to create, set, and report on custom “types” for calls and meetings in Sales Professional. Custom types such as “Introductory Meeting” or “Demo” gives you the ability to get organized while logging your activities and generate reports by type over time.
If you have custom meeting types created, you can now further streamline your process with the ability to catalogue meetings by type directly within the meetings tool. The meeting is then automatically logged by the custom type in your CRM - this means a more efficient and accurate logging process for you, saving precious time and keeping you more organized.
How does it work?
When creating a meetings link in Sales Professional, click the “Meeting Type” drop down to select your custom meeting type:
What about reporting?
This update makes for easier and more accurate reporting on meeting types.
Who gets it?
HubSpot Sales Professional users.
Available in all languages supported by HubSpot.