Contacts

Create and use call and meeting types

Last updated: November 12, 2018

Applies to:

Sales Hub
sales-pro-enterprise
Professional, Enterprise

Create and use custom types for calls and meetings with your contacts. You can also report on your activity types over time if you have the reporting add-on.

Enable and create call and meeting types

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left side navigation, click the Sales dropdown and select Call & meeting types
  • Click to toggle the Enable and customize call and meeting types for your team switch on.
  • Click an existing type to edit it, or the trash icon delete to delete it.
  • Click Add another type to add a new call and meeting type.

  • At the bottom left, click Save.

Select a call or meeting type on a contact, company, or deal record

  • In a contact, company, or deal record, at the top of the records select a call or meeting type in the CallLog activity or Schedule tab.
  • In the Call tab, the Select call type dropdown will appear after you have made a call to a contact. Learn more about how to call a contact from HubSpot

Set a meeting type for your meetings links (Sales Hub Professional or Enterprise only)

Sales Hub Professional or Enterprise users can specify a meeting type for meetings links following these steps: 

  • In your HubSpot account, navigate to Sales > Meetings.
  • Hover over your meetings link and click Edit, or create a new meetings link by clicking Create meeting link
  • On the Details screen, click the Meeting Type dropdown menu and select a meeting type.

Report on your call and meeting types (Reporting add-on only)

You can create a custom report on your call and meeting types by selecting the Activities checkbox when prompted to choose a data-set. Once this is done, you can select Call and meeting type as a filter.