🤷♀️ How to register Meeting Outcomes in Pipedrive?
I'm really curious to hear how others are registering the outcome of a meeting and reporting on that? I've been doing some research and heard about two possible ways from this post:
- using different pipedrive stages
- activity types
The reply is 2 years old and doesn't go into much detail or show examples. So I was curious if anyone has an update or if things have changed since then in PD?
We would like to register two things in PD:
- was the meeting attended or a no-show
- a basic score or rating of how well the meeting went (match between prospect, needs, products and services)
And we would need to be able to report on this from the Pipedrive reports section.
Thanks, looking forward to your feedback!